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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $28,110 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,891 | $63,768-21.8% | $98,477-49.3% | $79,393-37.2% |
| Participation rate | 99.4% | 69.9%+29.6pp | 73.3%+26.1pp | 70.7%+28.7pp |
| Annual return | 19.30% | 626.18%-606.9pp | 1493.59%-1474.3pp | 116.87%-97.6pp |
| Employer contribution / active EE | $4,552 | $2,558+78.0% | $2,961+53.8% | $2,428+87.5% |
| Participant deferral / active EE | $1,634 | $3,305-50.5% | $4,276-61.8% | $4,046-59.6% |
| Admin fee / account holder | $139 | $516-73.0% | $5,951-97.7% | $627-77.8% |