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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 | $69,771+39.2% | $67,524+43.8% | $74,400+30.5% |
| Participation rate | 98.3% | 71.4%+26.9pp | 72.9%+25.4pp | 67.2%+31.1pp |
| Annual return | 11.67% | -40.49%+52.2pp | 3519.41%-3507.7pp | 1367.51%-1355.8pp |
| Employer contribution / active EE | $2,219 | $2,710-18.1% | $2,734-18.8% | $2,624-15.5% |
| Participant deferral / active EE | $2,637 | $3,638-27.5% | $4,001-34.1% | $4,348-39.4% |
| Admin fee / account holder | $34 | $889-96.2% | $4,001-99.2% | $1,944-98.3% |