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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $94,213 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,664 | $91,692+29.4% | $67,561+75.6% | $77,714+52.7% |
| Participation rate | 87.1% | 76.0%+11.1pp | 72.9%+14.2pp | 70.6%+16.5pp |
| Annual return | 17.93% | 14.88%+3.1pp | 3525.44%-3507.5pp | 31.26%-13.3pp |
| Employer contribution / active EE | $8,467 | $3,188+165.6% | $2,735+209.6% | $2,727+210.5% |
| Participant deferral / active EE | $6,624 | $3,912+69.3% | $4,003+65.5% | $4,649+42.5% |
| Admin fee / account holder | $8 | $245-96.9% | $4,006-99.8% | $433-98.2% |