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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,202 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,952 | $101,499+24.1% | $147,005-14.3% | $74,546+69.0% |
| Participation rate | 85.3% | 75.5%+9.8pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 13.23% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,087 | $3,811-45.2% | $4,934-57.7% | $2,624-20.5% |
| Participant deferral / active EE | $7,123 | $7,304-2.5% | $8,070-11.7% | $4,347+63.8% |
| Admin fee / account holder | $172 | $1,748-90.2% | $13,006-98.7% | $1,944-91.1% |