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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 | $45,126-0.6% | $85,187-47.3% | $74,459-39.8% |
| Participation rate | 80.7% | 49.4%+31.3pp | 67.5%+13.2pp | 67.2%+13.5pp |
| Annual return | 12.83% | 26.30%-13.5pp | 66.67%-53.8pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,592 | $1,460+9.0% | $2,732-41.7% | $2,626-39.4% |
| Participant deferral / active EE | $4,048 | $2,738+47.8% | $4,525-10.5% | $4,350-6.9% |
| Admin fee / account holder | $281 | $2,212-87.3% | $6,162-95.4% | $1,945-85.5% |