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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,930 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,382 | $174,875-14.0% | $125,381+19.9% | - |
| Participation rate | 99.6% | 70.4%+29.2pp | 82.4%+17.2pp | - |
| Annual return | -15.91% | -12.92%-3.0pp | 572.31%-588.2pp | - |
| Employer contribution / active EE | $14,167 | $3,570+296.9% | $4,815+194.2% | - |
| Participant deferral / active EE | $14,212 | $6,354+123.7% | $7,448+90.8% | - |
| Admin fee / account holder | $168 | $56,366-99.7% | $10,007-98.3% | - |