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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,663 | $82,678+19.3% | $125,391-21.3% | $68,490+44.1% |
| Participation rate | 90.3% | 75.1%+15.3pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,067 | $3,382+20.3% | $4,816-15.5% | $2,597+56.6% |
| Participant deferral / active EE | $13,709 | $6,111+124.3% | $7,448+84.1% | $4,028+240.4% |
| Admin fee / account holder | $9 | $6,277-99.9% | $10,009-99.9% | $5,403-99.8% |