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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,860 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,459 | $71,523-26.7% | $98,461-46.7% | $71,511-26.6% |
| Participation rate | 72.0% | 72.7%-0.7pp | 75.2%-3.2pp | 67.9%+4.1pp |
| Annual return | 17.56% | 32.43%-14.9pp | 21.17%-3.6pp | 28.86%-11.3pp |
| Employer contribution / active EE | $1,022 | $2,399-57.4% | $3,049-66.5% | $2,589-60.5% |
| Participant deferral / active EE | $4,666 | $4,109+13.6% | $4,738-1.5% | $4,291+8.8% |
| Admin fee / account holder | $64 | $1,676-96.2% | $8,961-99.3% | $1,588-96.0% |