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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,454 | $51,283-44.5% | $95,740-70.3% | $71,511-60.2% |
| Participation rate | 81.0% | 63.1%+17.9pp | 72.3%+8.8pp | 67.9%+13.1pp |
| Annual return | 18.97% | 25.25%-6.3pp | 28.41%-9.4pp | 28.86%-9.9pp |
| Employer contribution / active EE | $2,230 | $1,817+22.7% | $2,836-21.4% | $2,589-13.9% |
| Participant deferral / active EE | $3,459 | $3,365+2.8% | $4,244-18.5% | $4,291-19.4% |
| Admin fee / account holder | $215 | $1,135-81.1% | $5,676-96.2% | $1,588-86.5% |