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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,088 | $80,985+98.9% | $96,576+66.8% | $75,181+114.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.13% | 27.05%-13.9pp | 25.87%-12.7pp | 160.69%-147.6pp |
| Employer contribution / active EE | $9,175 | $2,282+302.0% | $2,965+209.5% | $2,671+243.6% |
| Participant deferral / active EE | $8,993 | $3,929+128.9% | $4,851+85.4% | $4,126+118.0% |
| Admin fee / account holder | $228 | $6,719-96.6% | $8,253-97.2% | $5,650-96.0% |