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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 | $30,423-78.6% | $56,025-88.4% | $74,478-91.3% |
| Participation rate | 100.0% | 32.9%+67.1pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 19.60% | 24.97%-5.4pp | 1712.69%-1693.1pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $907 | $610+48.7% | $1,042-12.9% | $2,626-65.4% |
| Participant deferral / active EE | $1,060 | $1,176-9.9% | $1,955-45.8% | $4,350-75.6% |
| Admin fee / account holder | $229 | $2,363-90.3% | $2,828-91.9% | $1,946-88.2% |