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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,532 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,742 | $72,352-57.5% | $142,516-78.4% | $71,511-57.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 24.48% | 21.17%+3.3pp | 19.99%+4.5pp | 28.86%-4.4pp |
| Employer contribution / active EE | $2,316 | $3,800-39.1% | $4,849-52.2% | $2,589-10.5% |
| Participant deferral / active EE | $5,843 | $5,288+10.5% | $6,280-7.0% | $4,291+36.2% |
| Admin fee / account holder | $106 | $1,438-92.6% | $10,008-98.9% | $1,588-93.3% |