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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,677 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,733 | $101,591+139.9% | $147,096+65.7% | $74,429+227.5% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 15.01% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $14,367 | $3,813+276.8% | $4,936+191.1% | $2,625+447.3% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $48 | $1,750-97.2% | $13,005-99.6% | $1,944-97.5% |