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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,547 | $47,180-50.1% | $149,723-84.3% | $74,473-68.4% |
| Participation rate | 84.3% | 63.4%+20.9pp | 78.8%+5.5pp | 70.7%+13.5pp |
| Annual return | 19.24% | 22.75%-3.5pp | 134.50%-115.3pp | 34.36%-15.1pp |
| Employer contribution / active EE | $1,538 | $1,907-19.4% | $4,821-68.1% | $2,638-41.7% |
| Participant deferral / active EE | $1,832 | $2,730-32.9% | $5,682-67.8% | $4,530-59.6% |
| Admin fee / account holder | $10 | $343-97.1% | $13,215-99.9% | $347-97.1% |