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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,150 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 22-2027092 | Other Fees | $15,450 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,701 | $104,479+98.8% | $159,474+30.2% | $79,391+161.6% |
| Participation rate | 78.9% | 76.6%+2.3pp | 82.8%-3.9pp | 70.7%+8.2pp |
| Annual return | 14.27% | 67.98%-53.7pp | 263.68%-249.4pp | 116.88%-102.6pp |
| Employer contribution / active EE | $4,076 | $3,417+19.3% | $4,831-15.6% | $2,428+67.9% |
| Participant deferral / active EE | $7,107 | $6,468+9.9% | $7,353-3.4% | $4,046+75.7% |
| Admin fee / account holder | $73 | $711-89.8% | $10,802-99.3% | $627-88.4% |