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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,610 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,020 | $73,019+1.4% | $90,766-18.4% | $68,490+8.1% |
| Participation rate | 98.8% | 70.8%+28.0pp | 75.7%+23.1pp | 67.9%+30.9pp |
| Annual return | -13.61% | -13.81%+0.2pp | -12.16%-1.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $3,133 | $2,193+42.9% | $2,922+7.2% | $2,597+20.7% |
| Participant deferral / active EE | $6,470 | $3,626+78.4% | $4,565+41.7% | $4,028+60.6% |
| Admin fee / account holder | $48 | $5,897-99.2% | $8,446-99.4% | $5,403-99.1% |