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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 | $60,454+280.4% | $81,844+181.0% | $74,459+208.9% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.17% | 16.87%-2.7pp | 778.87%-764.7pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $12,205 | $2,630+364.2% | $2,916+318.5% | $2,626+364.8% |
| Participant deferral / active EE | $9,717 | $3,398+186.0% | $4,323+124.8% | $4,350+123.4% |
| Admin fee / account holder | $164 | $1,490-89.0% | $7,355-97.8% | $1,945-91.6% |