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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $603 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,956 | $84,482-39.7% | $125,363-59.4% | $66,930-23.9% |
| Participation rate | 80.5% | 76.4%+4.1pp | 82.4%-1.8pp | 69.8%+10.7pp |
| Annual return | -7.88% | -8.49%+0.6pp | 572.15%-580.0pp | 1.57%-9.5pp |
| Employer contribution / active EE | $4,261 | $3,553+19.9% | $4,815-11.5% | $2,545+67.4% |
| Participant deferral / active EE | $8,440 | $6,782+24.4% | $7,447+13.3% | $4,238+99.1% |
| Admin fee / account holder | $8 | $685-98.9% | $10,005-99.9% | $593-98.7% |