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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 | $59,006-38.7% | $97,295-62.8% | $74,478-51.4% |
| Participation rate | 73.0% | 63.7%+9.3pp | 72.7%+0.3pp | 67.2%+5.7pp |
| Annual return | 14.59% | 16.04%-1.4pp | 75.62%-61.0pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $2,001 | $1,894+5.7% | $2,723-26.5% | $2,626-23.8% |
| Participant deferral / active EE | $3,088 | $3,671-15.9% | $4,264-27.6% | $4,350-29.0% |
| Admin fee / account holder | $256 | $1,974-87.0% | $5,646-95.5% | $1,946-86.8% |