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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $29,092 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,109 | $65,125-70.7% | $143,797-86.7% | $66,949-71.5% |
| Participation rate | 93.7% | 65.2%+28.5pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | -14.46% | -11.13%-3.3pp | -0.04%-14.4pp | 1.57%-16.0pp |
| Employer contribution / active EE | $1,542 | $2,362-34.7% | $4,952-68.9% | $2,545-39.4% |
| Participant deferral / active EE | $1,942 | $2,920-33.5% | $5,638-65.6% | $4,239-54.2% |
| Admin fee / account holder | $141 | $503-72.0% | $14,679-99.0% | $594-76.3% |