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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,636 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,835 | $69,511+101.2% | $94,664+47.7% | $71,511+95.5% |
| Participation rate | 76.1% | 78.4%-2.3pp | 80.8%-4.7pp | 67.9%+8.2pp |
| Annual return | 19.34% | 29.67%-10.3pp | 156.84%-137.5pp | 28.86%-9.5pp |
| Employer contribution / active EE | $6,194 | $2,853+117.1% | $3,673+68.6% | $2,589+139.2% |
| Participant deferral / active EE | $8,913 | $7,348+21.3% | $7,417+20.2% | $4,291+107.7% |
| Admin fee / account holder | $8 | $1,211-99.4% | $7,222-99.9% | $1,588-99.5% |