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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 | $102,382-24.7% | $147,005-47.6% | $80,874-4.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.21% | 134.89%-116.7pp | 418.76%-400.6pp | 35.62%-17.4pp |
| Employer contribution / active EE | $5,384 | $3,715+44.9% | $4,934+9.1% | $2,756+95.4% |
| Participant deferral / active EE | $10,473 | $6,646+57.6% | $8,070+29.8% | $4,297+143.7% |
| Admin fee / account holder | $32 | $7,942-99.6% | $13,006-99.8% | $6,935-99.5% |