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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,747 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,243 | $58,292-17.2% | $86,640-44.3% | $71,511-32.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 19.07% | 21.63%-2.6pp | 592.52%-573.5pp | 28.86%-9.8pp |
| Employer contribution / active EE | $4,638 | $2,574+80.2% | $3,024+53.4% | $2,589+79.1% |
| Participant deferral / active EE | $1,811 | $3,438-47.3% | $4,438-59.2% | $4,291-57.8% |
| Admin fee / account holder | $143 | $1,057-86.5% | $5,616-97.5% | $1,588-91.0% |