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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $37,963 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,851 | $44,984-0.3% | $85,009-47.2% | $74,546-39.8% |
| Participation rate | 80.7% | 49.4%+31.3pp | 67.5%+13.2pp | 67.2%+13.5pp |
| Annual return | 12.83% | 26.25%-13.4pp | 66.47%-53.6pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,592 | $1,458+9.2% | $2,728-41.7% | $2,624-39.3% |
| Participant deferral / active EE | $4,048 | $2,733+48.1% | $4,522-10.5% | $4,347-6.9% |
| Admin fee / account holder | $281 | $2,208-87.3% | $6,153-95.4% | $1,944-85.5% |