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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $125,414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,772 | $50,860+11.6% | $155,574-63.5% | $77,714-26.9% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 16.63% | 34.86%-18.2pp | 64.87%-48.2pp | 31.26%-14.6pp |
| Employer contribution / active EE | $1,963 | $1,991-1.4% | $4,676-58.0% | $2,727-28.0% |
| Participant deferral / active EE | $4,140 | $2,825+46.6% | $5,629-26.5% | $4,649-11.0% |
| Admin fee / account holder | $174 | $436-60.2% | $15,914-98.9% | $433-59.9% |