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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,269 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,852 | $79,700-50.0% | $153,500-74.0% | $74,429-46.5% |
| Participation rate | 98.2% | 69.8%+28.4pp | 77.1%+21.1pp | 67.2%+31.0pp |
| Annual return | 12.78% | 15.07%-2.3pp | 15.70%-2.9pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $2,520 | $4,016-37.3% | $5,039-50.0% | $2,625-4.0% |
| Participant deferral / active EE | $6,472 | $5,315+21.8% | $6,756-4.2% | $4,348+48.8% |
| Admin fee / account holder | $139 | $1,790-92.3% | $12,736-98.9% | $1,944-92.9% |