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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,941 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,056 | $102,422-24.8% | $147,117-47.6% | $80,959-4.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.21% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.5pp |
| Employer contribution / active EE | $5,384 | $3,717+44.8% | $4,932+9.1% | $2,757+95.3% |
| Participant deferral / active EE | $10,473 | $6,652+57.4% | $8,065+29.9% | $4,300+143.5% |
| Admin fee / account holder | $32 | $7,953-99.6% | $12,993-99.8% | $6,925-99.5% |