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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $63,069 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,007 | $79,045+105.0% | $100,378+61.4% | $74,429+117.7% |
| Participation rate | 77.8% | 79.4%-1.6pp | 81.5%-3.7pp | 67.2%+10.6pp |
| Annual return | 16.03% | 20.61%-4.6pp | 49.41%-33.4pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $7,247 | $3,015+140.3% | $3,942+83.8% | $2,625+176.1% |
| Participant deferral / active EE | $9,511 | $7,751+22.7% | $8,087+17.6% | $4,348+118.7% |
| Admin fee / account holder | $10 | $1,335-99.2% | $7,899-99.9% | $1,944-99.5% |