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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,544 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,024 | $51,226-14.1% | $82,744-46.8% | $66,938-34.2% |
| Participation rate | 98.9% | 67.9%+31.0pp | 72.6%+26.3pp | 69.8%+29.1pp |
| Annual return | -17.45% | -9.61%-7.8pp | 702.22%-719.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $4,840 | $2,612+85.3% | $3,008+60.9% | $2,545+90.2% |
| Participant deferral / active EE | $1,933 | $3,460-44.1% | $4,395-56.0% | $4,238-54.4% |
| Admin fee / account holder | $145 | $416-65.1% | $5,325-97.3% | $594-75.6% |