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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $31,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,502 | $34,932-81.4% | $56,441-88.5% | $74,546-91.3% |
| Participation rate | 100.0% | 32.9%+67.1pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 19.60% | 24.90%-5.3pp | 1704.21%-1684.6pp | 1366.03%-1346.4pp |
| Employer contribution / active EE | $907 | $608+49.2% | $1,039-12.7% | $2,624-65.4% |
| Participant deferral / active EE | $1,060 | $1,173-9.6% | $1,953-45.7% | $4,347-75.6% |
| Admin fee / account holder | $229 | $2,359-90.3% | $2,829-91.9% | $1,944-88.2% |