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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,382 | $82,163-64.2% | $125,381-76.6% | $64,819-54.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | 1.77% | 3.49%-1.7pp | 572.31%-570.5pp | 32.84%-31.1pp |
| Employer contribution / active EE | $3,415 | $3,616-5.6% | $4,815-29.1% | $2,507+36.2% |
| Participant deferral / active EE | $7,714 | $7,175+7.5% | $7,448+3.6% | $4,311+78.9% |
| Admin fee / account holder | $116 | $163-28.8% | $10,007-98.8% | $188-38.1% |