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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $28,103 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,587 | $61,391-66.5% | $149,723-86.3% | $71,529-71.2% |
| Participation rate | 94.0% | 62.5%+31.5pp | 78.8%+15.2pp | 67.9%+26.1pp |
| Annual return | 13.73% | 35.88%-22.1pp | 134.50%-120.8pp | 28.97%-15.2pp |
| Employer contribution / active EE | $1,701 | $2,384-28.6% | $4,821-64.7% | $2,590-34.3% |
| Participant deferral / active EE | $2,144 | $2,921-26.6% | $5,682-62.3% | $4,291-50.0% |
| Admin fee / account holder | $132 | $1,264-89.6% | $13,215-99.0% | $1,588-91.7% |