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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,121 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,041 | $73,638-30.7% | $95,960-46.8% | $73,493-30.5% |
| Participation rate | 82.2% | 76.2%+6.0pp | 77.1%+5.1pp | 70.7%+11.5pp |
| Annual return | 18.72% | 16.78%+1.9pp | 91.63%-72.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $2,409 | $1,863+29.3% | $2,541-5.2% | $2,270+6.1% |
| Participant deferral / active EE | $4,776 | $3,617+32.0% | $4,167+14.6% | $3,740+27.7% |
| Admin fee / account holder | $9 | $482-98.2% | $6,797-99.9% | $513-98.3% |