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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $19,326 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 16 · EIN 58-0511774 | Consulting | $1,254 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,824 | $65,122-6.6% | $135,792-55.2% | $64,097-5.1% |
| Participation rate | 94.4% | 47.1%+47.3pp | 72.6%+21.9pp | 55.2%+39.3pp |
| Annual return | 13.01% | 14.53%-1.5pp | 25.96%-13.0pp | 34.64%-21.6pp |
| Employer contribution / active EE | $1,726 | $1,280+34.8% | $3,496-50.6% | $1,891-8.8% |
| Participant deferral / active EE | $3,560 | $2,219+60.4% | $4,759-25.2% | $3,080+15.6% |
| Admin fee / account holder | $131 | $3,120-95.8% | $12,266-98.9% | $3,454-96.2% |