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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,487 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,020 | $50,199+47.5% | $70,098+5.6% | $66,930+10.6% |
| Participation rate | 80.1% | 66.3%+13.8pp | 70.5%+9.7pp | 69.8%+10.3pp |
| Annual return | -14.69% | -13.85%-0.8pp | 190.76%-205.5pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,444 | $1,864-22.5% | $2,560-43.6% | $2,545-43.3% |
| Participant deferral / active EE | $2,404 | $3,112-22.8% | $3,849-37.6% | $4,238-43.3% |
| Admin fee / account holder | $95 | $600-84.1% | $6,266-98.5% | $593-84.0% |