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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,188 | $58,923-38.6% | $97,167-62.8% | $74,546-51.5% |
| Participation rate | 73.0% | 63.6%+9.4pp | 72.7%+0.3pp | 67.2%+5.7pp |
| Annual return | 14.59% | 16.04%-1.4pp | 75.27%-60.7pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $2,001 | $1,894+5.7% | $2,729-26.7% | $2,624-23.8% |
| Participant deferral / active EE | $3,088 | $3,664-15.7% | $4,264-27.6% | $4,347-29.0% |
| Admin fee / account holder | $256 | $1,974-87.0% | $5,650-95.5% | $1,944-86.8% |