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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,435 | $102,393+42.0% | $147,041-1.1% | $80,911+79.7% |
| Participation rate | 85.9% | 75.9%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 15.30% | 134.95%-119.7pp | 419.21%-403.9pp | 35.63%-20.3pp |
| Employer contribution / active EE | $4,566 | $3,715+22.9% | $4,935-7.5% | $2,756+65.7% |
| Participant deferral / active EE | $14,902 | $6,647+124.2% | $8,071+84.6% | $4,297+246.8% |
| Admin fee / account holder | $9 | $7,943-99.9% | $13,006-99.9% | $6,935-99.9% |