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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25,271 |
Filed as: CARY STREET Service code 27 · EIN 26-0070474 | Advisory (Plan) | $9,238 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,334 | $77,670-6.9% | $109,163-33.7% | $79,393-8.9% |
| Participation rate | 86.0% | 67.8%+18.2pp | 75.9%+10.1pp | 70.7%+15.3pp |
| Annual return | 15.94% | 23.44%-7.5pp | 25.75%-9.8pp | 116.87%-100.9pp |
| Employer contribution / active EE | $1,987 | $2,798-29.0% | $3,723-46.6% | $2,428-18.1% |
| Participant deferral / active EE | $6,416 | $3,518+82.4% | $4,654+37.9% | $4,046+58.6% |
| Admin fee / account holder | $278 | $732-62.0% | $6,754-95.9% | $627-55.6% |