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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 | $60,454-51.4% | $81,844-64.1% | $74,459-60.5% |
| Participation rate | 98.5% | 63.0%+35.6pp | 72.4%+26.1pp | 67.2%+31.3pp |
| Annual return | 20.07% | 16.87%+3.2pp | 778.87%-758.8pp | 1369.70%-1349.6pp |
| Employer contribution / active EE | $2,449 | $2,630-6.9% | $2,916-16.0% | $2,626-6.7% |
| Participant deferral / active EE | $3,215 | $3,398-5.4% | $4,323-25.6% | $4,350-26.1% |
| Admin fee / account holder | $175 | $1,490-88.3% | $7,355-97.6% | $1,945-91.0% |