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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $809 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,848 | $84,482-62.3% | $125,363-74.6% | $66,930-52.4% |
| Participation rate | 96.1% | 76.4%+19.7pp | 82.4%+13.7pp | 69.8%+26.3pp |
| Annual return | 19.67% | -8.49%+28.2pp | 572.15%-552.5pp | 1.57%+18.1pp |
| Employer contribution / active EE | $1,155 | $3,553-67.5% | $4,815-76.0% | $2,545-54.6% |
| Participant deferral / active EE | $6,556 | $6,782-3.3% | $7,447-12.0% | $4,238+54.7% |
| Admin fee / account holder | $41 | $685-94.1% | $10,005-99.6% | $593-93.1% |