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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $32,531 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,516 | $61,166+101.9% | $185,849-33.5% | $79,391+55.6% |
| Participation rate | 96.3% | 66.6%+29.6pp | 81.7%+14.5pp | 70.7%+25.5pp |
| Annual return | 13.02% | 19.45%-6.4pp | 122.10%-109.1pp | 116.88%-103.9pp |
| Employer contribution / active EE | $3,346 | $2,321+44.2% | $5,169-35.3% | $2,428+37.8% |
| Participant deferral / active EE | $3,980 | $2,789+42.7% | $5,569-28.5% | $4,046-1.6% |
| Admin fee / account holder | $157 | $710-77.9% | $16,244-99.0% | $627-74.9% |