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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $30,902 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,740 | $65,437-13.3% | $86,698-34.6% | $66,949-15.2% |
| Participation rate | 76.0% | 75.5%+0.6pp | 76.6%-0.6pp | 69.8%+6.2pp |
| Annual return | -17.17% | -10.91%-6.3pp | 35.96%-53.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $1,162 | $2,154-46.1% | $2,837-59.0% | $2,545-54.4% |
| Participant deferral / active EE | $3,020 | $4,102-26.4% | $4,656-35.1% | $4,239-28.8% |
| Admin fee / account holder | $276 | $642-57.0% | $7,492-96.3% | $594-53.5% |