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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 | $47,105+36.6% | $68,368-5.9% | $67,986-5.3% |
| Participation rate | 95.8% | 51.8%+44.0pp | 73.8%+22.0pp | 57.2%+38.6pp |
| Annual return | 17.87% | 48.37%-30.5pp | 292.57%-274.7pp | 31.67%-13.8pp |
| Employer contribution / active EE | $4,531 | $1,859+143.8% | $2,649+71.1% | $2,019+124.5% |
| Participant deferral / active EE | $2,322 | $2,374-2.2% | $4,123-43.7% | $3,358-30.9% |
| Admin fee / account holder | $180 | $2,435-92.6% | $5,150-96.5% | $3,203-94.4% |