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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $22,692 |
Service code 27 · EIN 39-1794957 | Advisory (Plan) | $20,818 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,313 | $84,936-58.4% | $111,303-68.3% | $79,393-55.5% |
| Participation rate | 82.4% | 75.9%+6.5pp | 77.3%+5.0pp | 70.7%+11.6pp |
| Annual return | 17.18% | 17.45%-0.3pp | 54.66%-37.5pp | 116.87%-99.7pp |
| Employer contribution / active EE | $700 | $1,979-64.6% | $2,731-74.4% | $2,428-71.2% |
| Participant deferral / active EE | $2,706 | $3,888-30.4% | $4,487-39.7% | $4,046-33.1% |
| Admin fee / account holder | $224 | $537-58.2% | $7,966-97.2% | $627-64.2% |