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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $69,664 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,693 | $95,438-51.1% | $135,982-65.7% | $74,473-37.3% |
| Participation rate | 96.5% | 78.2%+18.2pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 24.39% | 32.61%-8.2pp | 68.32%-43.9pp | 34.36%-10.0pp |
| Employer contribution / active EE | $2,213 | $3,878-42.9% | $4,859-54.5% | $2,638-16.1% |
| Participant deferral / active EE | $4,438 | $7,790-43.0% | $7,760-42.8% | $4,530-2.0% |
| Admin fee / account holder | $8 | $259-97.0% | $10,767-99.9% | $347-97.7% |