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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,836 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,376 | $102,422-13.7% | $147,117-39.9% | $80,959+9.2% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 17.67% | 135.16%-117.5pp | 420.54%-402.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $8,232 | $3,717+121.5% | $4,932+66.9% | $2,757+198.6% |
| Participant deferral / active EE | $17,427 | $6,652+162.0% | $8,065+116.1% | $4,300+305.2% |
| Admin fee / account holder | $20 | $7,953-99.8% | $12,993-99.8% | $6,925-99.7% |