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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $27,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,508 | $60,504-14.9% | $81,882-37.1% | $74,478-30.8% |
| Participation rate | 87.4% | 62.9%+24.5pp | 72.4%+15.0pp | 67.2%+20.2pp |
| Annual return | 12.02% | 16.91%-4.9pp | 779.47%-767.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,607 | $2,627-38.8% | $2,916-44.9% | $2,626-38.8% |
| Participant deferral / active EE | $2,493 | $3,400-26.7% | $4,323-42.3% | $4,350-42.7% |
| Admin fee / account holder | $184 | $1,492-87.7% | $7,360-97.5% | $1,946-90.5% |