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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $42,062 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,171 | $58,320+90.6% | $86,438+28.6% | $66,938+66.1% |
| Participation rate | 76.8% | 78.6%-1.8pp | 80.3%-3.5pp | 69.8%+7.0pp |
| Annual return | -16.87% | -9.71%-7.2pp | 4397.19%-4414.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,166 | $2,615+135.8% | $3,769+63.6% | $2,545+142.3% |
| Participant deferral / active EE | $8,869 | $6,899+28.6% | $6,952+27.6% | $4,238+109.3% |
| Admin fee / account holder | $7 | $546-98.8% | $6,733-99.9% | $594-98.9% |