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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 | $41,611 | $65,092-36.1% | $143,799-71.1% | $66,938-37.8% |
| Participation rate | 95.2% | 65.2%+30.0pp | 80.3%+14.9pp | 69.8%+25.4pp |
| Annual return | -16.39% | -11.14%-5.3pp | -0.04%-16.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,612 | $2,362+10.6% | $4,952-47.2% | $2,545+2.6% |
| Participant deferral / active EE | $2,968 | $2,920+1.6% | $5,638-47.4% | $4,238-30.0% |
| Admin fee / account holder | $173 | $502-65.6% | $14,677-98.8% | $594-70.8% |