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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 | $57,073+13.1% | $85,126-24.2% | $80,925-20.3% |
| Participation rate | 95.3% | 56.4%+38.9pp | 67.5%+27.8pp | 67.7%+27.7pp |
| Annual return | 14.95% | 21.69%-6.7pp | 66.63%-51.7pp | 35.65%-20.7pp |
| Employer contribution / active EE | $5,629 | $1,801+212.6% | $2,731+106.1% | $2,756+104.2% |
| Participant deferral / active EE | $13,187 | $3,113+323.6% | $4,523+191.5% | $4,299+206.8% |
| Admin fee / account holder | $139 | $4,988-97.2% | $6,160-97.7% | $6,940-98.0% |