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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,261 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,414 | $61,356-39.0% | $149,696-75.0% | $71,511-47.7% |
| Participation rate | 72.0% | 62.5%+9.5pp | 78.8%-6.7pp | 67.9%+4.1pp |
| Annual return | 19.58% | 35.86%-16.3pp | 134.46%-114.9pp | 28.86%-9.3pp |
| Employer contribution / active EE | $1,193 | $2,382-49.9% | $4,821-75.3% | $2,589-53.9% |
| Participant deferral / active EE | $2,470 | $2,920-15.4% | $5,682-56.5% | $4,291-42.4% |
| Admin fee / account holder | $5 | $1,263-99.6% | $13,212-100.0% | $1,588-99.7% |