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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 | $45,043-0.4% | $85,063-47.3% | $74,400-39.7% |
| Participation rate | 80.7% | 49.4%+31.3pp | 67.5%+13.2pp | 67.2%+13.5pp |
| Annual return | 12.83% | 26.26%-13.4pp | 66.54%-53.7pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $1,592 | $1,458+9.2% | $2,727-41.6% | $2,624-39.3% |
| Participant deferral / active EE | $4,048 | $2,733+48.1% | $4,523-10.5% | $4,348-6.9% |
| Admin fee / account holder | $281 | $2,210-87.3% | $6,155-95.4% | $1,944-85.5% |