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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $39,806 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,212 | $84,499-11.0% | $125,391-40.0% | $66,949+12.3% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -14.68% | -8.49%-6.2pp | 572.41%-587.1pp | 1.57%-16.2pp |
| Employer contribution / active EE | $7,162 | $3,554+101.5% | $4,816+48.7% | $2,545+181.4% |
| Participant deferral / active EE | $9,100 | $6,785+34.1% | $7,448+22.2% | $4,239+114.7% |
| Admin fee / account holder | $25 | $685-96.3% | $10,009-99.7% | $594-95.7% |