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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 | $102,385+42.0% | $147,080-1.1% | $80,935+79.7% |
| Participation rate | 85.9% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 15.30% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $4,566 | $3,717+22.8% | $4,933-7.5% | $2,757+65.6% |
| Participant deferral / active EE | $14,902 | $6,651+124.1% | $8,066+84.7% | $4,299+246.6% |
| Admin fee / account holder | $9 | $7,951-99.9% | $12,989-99.9% | $6,924-99.9% |