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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $52,392 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,127 | $56,540-6.0% | $185,851-71.4% | $86,821-38.8% |
| Participation rate | 70.0% | 65.5%+4.5pp | 81.7%-11.7pp | 72.3%-2.3pp |
| Annual return | 12.42% | 118.20%-105.8pp | 122.11%-109.7pp | 97.94%-85.5pp |
| Employer contribution / active EE | $1,287 | $1,844-30.2% | $5,168-75.1% | $2,406-46.5% |
| Participant deferral / active EE | $1,735 | $2,555-32.1% | $5,569-68.8% | $4,132-58.0% |
| Admin fee / account holder | $179 | $150+19.9% | $16,245-98.9% | $170+5.8% |