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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,443 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,577 | $93,598+54.5% | $135,974+6.3% | $75,173+92.3% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 16.46% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.3pp |
| Employer contribution / active EE | $2,392 | $3,538-32.4% | $4,859-50.8% | $2,671-10.4% |
| Participant deferral / active EE | $8,150 | $6,405+27.2% | $7,760+5.0% | $4,126+97.5% |
| Admin fee / account holder | $149 | $6,978-97.9% | $10,767-98.6% | $5,651-97.4% |