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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,014 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,886 | $79,223+5.9% | $102,460-18.1% | $74,478+12.6% |
| Participation rate | 93.6% | 74.8%+18.8pp | 76.5%+17.1pp | 67.2%+26.4pp |
| Annual return | 15.44% | 54.98%-39.5pp | 29.47%-14.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $3,100 | $2,363+31.2% | $3,025+2.5% | $2,626+18.0% |
| Participant deferral / active EE | $6,653 | $4,417+50.6% | $5,056+31.6% | $4,350+52.9% |
| Admin fee / account holder | $227 | $2,003-88.7% | $9,460-97.6% | $1,946-88.3% |