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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,330 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,930 | $54,674+165.1% | $76,089+90.5% | $74,429+94.7% |
| Participation rate | 97.7% | 60.3%+37.3pp | 69.1%+28.6pp | 67.2%+30.4pp |
| Annual return | 15.61% | 31.89%-16.3pp | 360.94%-345.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $4,790 | $1,781+168.9% | $2,690+78.1% | $2,625+82.5% |
| Participant deferral / active EE | $10,765 | $3,071+250.5% | $4,259+152.7% | $4,348+147.6% |
| Admin fee / account holder | $27 | $2,238-98.8% | $6,418-99.6% | $1,944-98.6% |