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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $40,241 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,531 | $57,119+13.0% | $85,187-24.2% | $80,935-20.3% |
| Participation rate | 95.3% | 56.4%+38.9pp | 67.5%+27.8pp | 67.7%+27.7pp |
| Annual return | 14.95% | 21.70%-6.8pp | 66.67%-51.7pp | 35.66%-20.7pp |
| Employer contribution / active EE | $5,629 | $1,802+212.4% | $2,732+106.0% | $2,757+104.2% |
| Participant deferral / active EE | $13,187 | $3,115+323.4% | $4,525+191.4% | $4,299+206.7% |
| Admin fee / account holder | $139 | $4,990-97.2% | $6,162-97.7% | $6,924-98.0% |