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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 | $71,615-15.1% | $153,416-60.4% | $65,306-6.9% |
| Participation rate | 94.4% | 49.3%+45.2pp | 74.3%+20.1pp | 57.7%+36.8pp |
| Annual return | 13.01% | 12.62%+0.4pp | 17.84%-4.8pp | 21.94%-8.9pp |
| Employer contribution / active EE | $1,726 | $1,488+16.0% | $3,764-54.2% | $1,967-12.3% |
| Participant deferral / active EE | $3,560 | $2,236+59.2% | $4,723-24.6% | $2,959+20.3% |
| Admin fee / account holder | $131 | $3,498-96.3% | $13,095-99.0% | $3,480-96.2% |