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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,160 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,644 | $76,112-5.9% | $96,534-25.8% | $71,511+0.2% |
| Participation rate | 91.5% | 74.4%+17.1pp | 76.0%+15.5pp | 67.9%+23.5pp |
| Annual return | 21.60% | 22.81%-1.2pp | 25.88%-4.3pp | 28.86%-7.3pp |
| Employer contribution / active EE | $1,122 | $2,248-50.1% | $2,965-62.2% | $2,589-56.7% |
| Participant deferral / active EE | $4,245 | $4,217+0.7% | $4,851-12.5% | $4,291-1.1% |
| Admin fee / account holder | $13 | $2,708-99.5% | $8,253-99.8% | $1,588-99.2% |