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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,307 | $65,453+1.3% | $86,698-23.5% | $66,938-0.9% |
| Participation rate | 92.1% | 75.5%+16.7pp | 76.6%+15.6pp | 69.8%+22.3pp |
| Annual return | -16.81% | -10.89%-5.9pp | 35.95%-52.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,088 | $2,154-49.5% | $2,837-61.6% | $2,545-57.2% |
| Participant deferral / active EE | $4,232 | $4,102+3.2% | $4,656-9.1% | $4,238-0.1% |
| Admin fee / account holder | $8 | $642-98.8% | $7,493-99.9% | $594-98.7% |