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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,741 | $61,172-28.5% | $185,851-76.5% | $79,389-44.9% |
| Participation rate | 71.9% | 66.6%+5.3pp | 81.7%-9.8pp | 70.7%+1.2pp |
| Annual return | 15.84% | 19.45%-3.6pp | 122.11%-106.3pp | 116.89%-101.1pp |
| Employer contribution / active EE | $571 | $2,321-75.4% | $5,168-89.0% | $2,428-76.5% |
| Participant deferral / active EE | $2,338 | $2,788-16.1% | $5,569-58.0% | $4,046-42.2% |
| Admin fee / account holder | $3 | $710-99.6% | $16,245-100.0% | $626-99.6% |