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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $47,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,358 | $45,900+40.2% | $94,057-31.6% | $64,3400% |
| Participation rate | 95.8% | 50.6%+45.2pp | 73.3%+22.5pp | 55.2%+40.6pp |
| Annual return | 17.87% | 50.47%-32.6pp | 480.62%-462.7pp | 24.14%-6.3pp |
| Employer contribution / active EE | $4,531 | $1,612+181.1% | $2,933+54.5% | $1,862+143.4% |
| Participant deferral / active EE | $2,322 | $2,102+10.4% | $4,709-50.7% | $2,980-22.1% |
| Admin fee / account holder | $180 | $3,143-94.3% | $7,244-97.5% | $3,703-95.1% |