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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $33,567 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,569 | $61,356+93.2% | $149,696-20.8% | $71,511+65.8% |
| Participation rate | 88.0% | 62.5%+25.5pp | 78.8%+9.3pp | 67.9%+20.1pp |
| Annual return | 18.40% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $5,750 | $2,382+141.4% | $4,821+19.3% | $2,589+122.1% |
| Participant deferral / active EE | $4,722 | $2,920+61.7% | $5,682-16.9% | $4,291+10.1% |
| Admin fee / account holder | $132 | $1,263-89.6% | $13,212-99.0% | $1,588-91.7% |