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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,578 | $58,888-54.9% | $178,499-85.1% | $73,493-63.8% |
| Participation rate | 77.5% | 66.2%+11.2pp | 81.9%-4.5pp | 70.7%+6.8pp |
| Annual return | 14.98% | 24.86%-9.9pp | 151.10%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $969 | $2,236-56.7% | $5,011-80.7% | $2,270-57.3% |
| Participant deferral / active EE | $1,570 | $2,568-38.9% | $5,202-69.8% | $3,740-58.0% |
| Admin fee / account holder | $5 | $400-98.9% | $13,986-100.0% | $513-99.1% |