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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 | $102,429-24.8% | $147,096-47.6% | $80,925-4.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.21% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $5,384 | $3,716+44.9% | $4,936+9.1% | $2,756+95.3% |
| Participant deferral / active EE | $10,473 | $6,649+57.5% | $8,071+29.8% | $4,299+143.6% |
| Admin fee / account holder | $32 | $7,957-99.6% | $13,005-99.8% | $6,940-99.5% |