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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 | $92,186-9.4% | $105,624-20.9% | $77,762+7.4% |
| Participation rate | 99.1% | 81.0%+18.1pp | 75.3%+23.9pp | 70.6%+28.5pp |
| Annual return | 25.65% | 17.83%+7.8pp | 116.20%-90.6pp | 31.27%-5.6pp |
| Employer contribution / active EE | $7,253 | $3,376+114.9% | $3,168+129.0% | $2,728+165.9% |
| Participant deferral / active EE | $3,589 | $5,395-33.5% | $5,013-28.4% | $4,651-22.8% |
| Admin fee / account holder | $294 | $219+34.4% | $10,961-97.3% | $433-32.0% |