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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,669 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,078 | $46,332-54.5% | $143,797-85.3% | $64,824-67.5% |
| Participation rate | 81.7% | 64.2%+17.4pp | 80.3%+1.4pp | 71.5%+10.2pp |
| Annual return | -16.49% | -10.05%-6.4pp | -0.04%-16.5pp | 32.84%-49.3pp |
| Employer contribution / active EE | $1,389 | $1,911-27.3% | $4,952-71.9% | $2,507-44.6% |
| Participant deferral / active EE | $1,813 | $2,647-31.5% | $5,638-67.8% | $4,311-57.9% |
| Admin fee / account holder | $11 | $154-92.9% | $14,679-99.9% | $188-94.2% |