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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $2,316 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,664 | $91,439-33.7% | $135,974-55.4% | $71,511-15.2% |
| Participation rate | 89.4% | 75.7%+13.8pp | 81.9%+7.5pp | 67.9%+21.5pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.30%-68.3pp | 28.86%-28.9pp |
| Employer contribution / active EE | $2,308 | $3,705-37.7% | $4,859-52.5% | $2,589-10.9% |
| Participant deferral / active EE | $4,388 | $7,093-38.1% | $7,760-43.5% | $4,291+2.3% |
| Admin fee / account holder | $230 | $1,267-81.9% | $10,767-97.9% | $1,588-85.5% |