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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,610 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,268 | $76,107+65.9% | $96,576+30.7% | $71,495+76.6% |
| Participation rate | 86.8% | 74.4%+12.4pp | 76.0%+10.8pp | 67.9%+18.8pp |
| Annual return | 16.49% | 22.81%-6.3pp | 25.87%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,033 | $2,247-9.6% | $2,965-31.4% | $2,589-21.5% |
| Participant deferral / active EE | $7,493 | $4,218+77.6% | $4,851+54.5% | $4,291+74.6% |
| Admin fee / account holder | $22 | $2,708-99.2% | $8,253-99.7% | $1,588-98.6% |