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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,080 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,525 | $50,902-36.1% | $155,534-79.1% | $77,736-58.2% |
| Participation rate | 81.7% | 63.1%+18.6pp | 78.2%+3.5pp | 70.6%+11.1pp |
| Annual return | 17.55% | 34.85%-17.3pp | 64.92%-47.4pp | 31.26%-13.7pp |
| Employer contribution / active EE | $1,585 | $1,991-20.4% | $4,675-66.1% | $2,728-41.9% |
| Participant deferral / active EE | $2,047 | $2,824-27.5% | $5,630-63.6% | $4,651-56.0% |
| Admin fee / account holder | $14 | $437-96.7% | $15,900-99.9% | $433-96.7% |