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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,517 |
ACCEL WEALTH MANAGEMENT3 years Service code 99 · EIN 83-0742869 | Other Fees | $13,139 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,215 | $45,343-48.8% | $150,298-84.6% | $67,986-65.9% |
| Participation rate | 77.8% | 51.9%+25.9pp | 77.8%0pp | 57.2%+20.6pp |
| Annual return | 17.25% | 33.28%-16.0pp | 62.79%-45.5pp | 31.67%-14.4pp |
| Employer contribution / active EE | $678 | $1,462-53.6% | $4,154-83.7% | $2,019-66.4% |
| Participant deferral / active EE | $1,905 | $2,055-7.3% | $5,453-65.1% | $3,358-43.3% |
| Admin fee / account holder | $114 | $2,250-95.0% | $14,116-99.2% | $3,203-96.5% |