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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 | Recordkeeping | $19,171 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,101 | $69,774+39.2% | $67,575+43.7% | $74,459+30.4% |
| Participation rate | 98.3% | 71.4%+26.9pp | 72.9%+25.4pp | 67.2%+31.1pp |
| Annual return | 11.67% | -40.53%+52.2pp | 3528.98%-3517.3pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $2,219 | $2,710-18.1% | $2,736-18.9% | $2,626-15.5% |
| Participant deferral / active EE | $2,637 | $3,636-27.5% | $4,003-34.1% | $4,350-39.4% |
| Admin fee / account holder | $34 | $890-96.2% | $3,993-99.2% | $1,945-98.3% |