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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $38,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,996 | $60,393+280.8% | $81,820+181.1% | $74,429+209.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.17% | 16.89%-2.7pp | 777.93%-763.8pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $12,205 | $2,626+364.7% | $2,915+318.7% | $2,625+365.0% |
| Participant deferral / active EE | $9,717 | $3,397+186.1% | $4,323+124.8% | $4,348+123.5% |
| Admin fee / account holder | $164 | $1,491-89.0% | $7,391-97.8% | $1,944-91.6% |