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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $10,721 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,213 | $66,459-32.0% | $81,286-44.4% | $77,714-41.8% |
| Participation rate | 90.8% | 68.7%+22.1pp | 69.5%+21.3pp | 70.6%+20.2pp |
| Annual return | 13.59% | 15.95%-2.4pp | 24.80%-11.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $2,231 | $2,156+3.5% | $2,463-9.4% | $2,727-18.2% |
| Participant deferral / active EE | $3,598 | $3,674-2.1% | $3,883-7.4% | $4,649-22.6% |
| Admin fee / account holder | $23 | $585-96.0% | $5,764-99.6% | $433-94.6% |