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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $59,648 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,401 | $60,261-51.2% | $81,783-64.1% | $74,546-60.6% |
| Participation rate | 98.5% | 62.9%+35.7pp | 72.4%+26.2pp | 67.2%+31.3pp |
| Annual return | 20.07% | 16.88%+3.2pp | 775.05%-755.0pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $2,449 | $2,622-6.6% | $2,913-15.9% | $2,624-6.7% |
| Participant deferral / active EE | $3,215 | $3,388-5.1% | $4,320-25.6% | $4,347-26.0% |
| Admin fee / account holder | $175 | $1,482-88.2% | $7,380-97.6% | $1,944-91.0% |