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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 | $55,446-3.4% | $155,574-65.6% | $74,429-28.0% |
| Participation rate | 95.9% | 61.9%+34.0pp | 78.2%+17.7pp | 67.2%+28.7pp |
| Annual return | 12.82% | 269.20%-256.4pp | 64.87%-52.0pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $2,825 | $2,266+24.7% | $4,676-39.6% | $2,625+7.6% |
| Participant deferral / active EE | $3,140 | $2,836+10.7% | $5,629-44.2% | $4,348-27.8% |
| Admin fee / account holder | $236 | $1,743-86.4% | $15,914-98.5% | $1,944-87.8% |