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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 | $60,393-51.3% | $81,820-64.1% | $74,429-60.5% |
| Participation rate | 98.5% | 62.9%+35.6pp | 72.4%+26.1pp | 67.2%+31.3pp |
| Annual return | 20.07% | 16.89%+3.2pp | 777.93%-757.9pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $2,449 | $2,626-6.8% | $2,915-16.0% | $2,625-6.7% |
| Participant deferral / active EE | $3,215 | $3,397-5.3% | $4,323-25.6% | $4,348-26.1% |
| Admin fee / account holder | $175 | $1,491-88.3% | $7,391-97.6% | $1,944-91.0% |