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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,791 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,344 | $82,674+61.3% | $125,381+6.4% | $68,486+94.7% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | -16.17% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,398 | $3,382-29.1% | $4,815-50.2% | $2,597-7.7% |
| Participant deferral / active EE | $8,415 | $6,111+37.7% | $7,448+13.0% | $4,028+108.9% |
| Admin fee / account holder | $138 | $6,277-97.8% | $10,007-98.6% | $5,404-97.4% |