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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $43,925 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,940 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,513 | $79,181-53.9% | $102,423-64.4% | $74,429-50.9% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 14.40% | 54.97%-40.6pp | 29.42%-15.0pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $2,745 | $2,362+16.2% | $3,023-9.2% | $2,625+4.6% |
| Participant deferral / active EE | $4,615 | $4,416+4.5% | $5,054-8.7% | $4,348+6.1% |
| Admin fee / account holder | $96 | $2,002-95.2% | $9,455-99.0% | $1,944-95.0% |