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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,381 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,241 | $51,638-27.9% | $129,406-71.2% | $80,959-54.0% |
| Participation rate | 95.0% | 56.9%+38.1pp | 69.6%+25.4pp | 67.7%+27.3pp |
| Annual return | 23.38% | 20.78%+2.6pp | 9468.18%-9444.8pp | 35.67%-12.3pp |
| Employer contribution / active EE | $1,457 | $1,584-8.0% | $4,155-64.9% | $2,757-47.2% |
| Participant deferral / active EE | $3,564 | $2,670+33.5% | $4,167-14.5% | $4,300-17.1% |
| Admin fee / account holder | $107 | $4,313-97.5% | $7,689-98.6% | $6,925-98.5% |