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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 | $79,169+104.6% | $100,415+61.3% | $74,478+117.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 81.5%-3.7pp | 67.2%+10.6pp |
| Annual return | 16.03% | 20.51%-4.5pp | 49.47%-33.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $7,247 | $3,017+140.2% | $3,943+83.8% | $2,626+175.9% |
| Participant deferral / active EE | $9,511 | $7,751+22.7% | $8,091+17.5% | $4,350+118.6% |
| Admin fee / account holder | $10 | $1,337-99.2% | $7,906-99.9% | $1,946-99.5% |