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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $996 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,508 | $130,294-42.0% | $170,043-55.6% | $71,511+5.6% |
| Participation rate | 73.1% | 86.2%-13.1pp | 87.0%-13.9pp | 67.9%+5.2pp |
| Annual return | 19.53% | 20.36%-0.8pp | 53.40%-33.9pp | 28.86%-9.3pp |
| Employer contribution / active EE | $2,681 | $4,385-38.9% | $6,790-60.5% | $2,589+3.5% |
| Participant deferral / active EE | $5,180 | $6,928-25.2% | $10,410-50.2% | $4,291+20.7% |
| Admin fee / account holder | $108 | $966-88.8% | $12,824-99.2% | $1,588-93.2% |