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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,869 | $93,617+34.5% | $135,982-7.4% | $75,177+67.4% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 18.79% | 30.89%-12.1pp | 68.32%-49.5pp | 160.75%-142.0pp |
| Employer contribution / active EE | $4,239 | $3,538+19.8% | $4,859-12.8% | $2,671+58.7% |
| Participant deferral / active EE | $14,570 | $6,406+127.4% | $7,760+87.8% | $4,126+253.1% |
| Admin fee / account holder | $13 | $6,980-99.8% | $10,767-99.9% | $5,651-99.8% |