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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,615 |
Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,171 | $61,391-72.0% | $149,723-88.5% | $71,529-76.0% |
| Participation rate | 87.6% | 62.5%+25.1pp | 78.8%+8.9pp | 67.9%+19.7pp |
| Annual return | 14.98% | 35.88%-20.9pp | 134.50%-119.5pp | 28.97%-14.0pp |
| Employer contribution / active EE | $601 | $2,384-74.8% | $4,821-87.5% | $2,590-76.8% |
| Participant deferral / active EE | $1,501 | $2,921-48.6% | $5,682-73.6% | $4,291-65.0% |
| Admin fee / account holder | $7 | $1,264-99.5% | $13,215-99.9% | $1,588-99.6% |