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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,986 | $87,733-14.5% | $106,555-29.6% | $85,847-12.7% |
| Participation rate | 98.8% | 71.9%+26.9pp | 76.1%+22.7pp | 69.3%+29.5pp |
| Annual return | 16.11% | 21.86%-5.7pp | 26.80%-10.7pp | 318.61%-302.5pp |
| Employer contribution / active EE | $2,830 | $2,073+36.5% | $2,819+0.4% | $2,565+10.3% |
| Participant deferral / active EE | $6,213 | $3,469+79.1% | $4,399+41.3% | $3,952+57.2% |
| Admin fee / account holder | $40 | $6,767-99.4% | $7,408-99.5% | $6,261-99.4% |