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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $39,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,496 | $60,393-8.1% | $81,820-32.2% | $74,429-25.4% |
| Participation rate | 96.0% | 62.9%+33.1pp | 72.4%+23.6pp | 67.2%+28.8pp |
| Annual return | 14.69% | 16.89%-2.2pp | 777.93%-763.2pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $4,537 | $2,626+72.7% | $2,915+55.6% | $2,625+72.8% |
| Participant deferral / active EE | $1,986 | $3,397-41.5% | $4,323-54.1% | $4,348-54.3% |
| Admin fee / account holder | $158 | $1,491-89.4% | $7,391-97.9% | $1,944-91.9% |