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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $185,906 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,518 | $92,076-9.3% | $105,608-20.9% | $77,714+7.5% |
| Participation rate | 99.1% | 81.0%+18.1pp | 75.3%+23.8pp | 70.6%+28.5pp |
| Annual return | 25.65% | 17.84%+7.8pp | 116.50%-90.9pp | 31.26%-5.6pp |
| Employer contribution / active EE | $7,253 | $3,370+115.2% | $3,167+129.0% | $2,727+166.0% |
| Participant deferral / active EE | $3,589 | $5,390-33.4% | $5,010-28.4% | $4,649-22.8% |
| Admin fee / account holder | $294 | $219+34.5% | $11,028-97.3% | $433-32.1% |