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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 47-0321480 | Recordkeeping fees; Participant commu... | $275 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,661 | $59,220+73.4% | $96,572+6.3% | $79,389+29.3% |
| Participation rate | 73.0% | 61.9%+11.1pp | 69.8%+3.1pp | 70.7%+2.3pp |
| Annual return | 14.88% | 27.08%-12.2pp | 37.79%-22.9pp | 116.89%-102.0pp |
| Employer contribution / active EE | $740 | $1,216-39.2% | $2,357-68.6% | $2,428-69.5% |
| Participant deferral / active EE | $4,247 | $2,948+44.0% | $3,850+10.3% | $4,046+5.0% |
| Admin fee / account holder | $3 | $659-99.6% | $6,183-100.0% | $626-99.5% |