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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 | $101,672+23.9% | $147,117-14.4% | $74,478+69.1% |
| Participation rate | 85.3% | 75.5%+9.7pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 13.23% | 8757.83%-8744.6pp | 420.54%-407.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,087 | $3,813-45.3% | $4,932-57.7% | $2,626-20.5% |
| Participant deferral / active EE | $7,123 | $7,305-2.5% | $8,065-11.7% | $4,350+63.7% |
| Admin fee / account holder | $172 | $1,753-90.2% | $12,993-98.7% | $1,946-91.2% |