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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $50,545 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,020 | $76,112+15.6% | $96,544-8.8% | $71,529+23.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.48% | 22.80%-7.3pp | 25.88%-10.4pp | 28.97%-13.5pp |
| Employer contribution / active EE | $3,691 | $2,248+64.2% | $2,966+24.4% | $2,590+42.5% |
| Participant deferral / active EE | $5,466 | $4,217+29.6% | $4,851+12.7% | $4,291+27.4% |
| Admin fee / account holder | $286 | $2,708-89.5% | $8,254-96.5% | $1,588-82.0% |