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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 | $60,393-14.7% | $81,820-37.0% | $74,429-30.8% |
| Participation rate | 87.4% | 62.9%+24.5pp | 72.4%+15.0pp | 67.2%+20.2pp |
| Annual return | 12.02% | 16.89%-4.9pp | 777.93%-765.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,607 | $2,626-38.8% | $2,915-44.9% | $2,625-38.8% |
| Participant deferral / active EE | $2,493 | $3,397-26.6% | $4,323-42.3% | $4,348-42.7% |
| Admin fee / account holder | $184 | $1,491-87.6% | $7,391-97.5% | $1,944-90.5% |