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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,585 | $55,470-3.4% | $155,556-65.6% | $74,478-28.1% |
| Participation rate | 95.9% | 61.9%+34.0pp | 78.2%+17.7pp | 67.2%+28.7pp |
| Annual return | 12.82% | 269.80%-257.0pp | 64.84%-52.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,825 | $2,267+24.6% | $4,675-39.6% | $2,626+7.6% |
| Participant deferral / active EE | $3,140 | $2,838+10.6% | $5,631-44.2% | $4,350-27.8% |
| Admin fee / account holder | $236 | $1,744-86.5% | $15,885-98.5% | $1,946-87.9% |