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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $65,722 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,356 | $59,456+119.2% | $93,669+39.2% | $74,429+75.1% |
| Participation rate | 91.8% | 59.6%+32.2pp | 68.7%+23.1pp | 67.2%+24.6pp |
| Annual return | 13.32% | 82.00%-68.7pp | 133.59%-120.3pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $2,896 | $1,266+128.7% | $2,424+19.5% | $2,625+10.3% |
| Participant deferral / active EE | $6,797 | $3,052+122.7% | $4,416+53.9% | $4,348+56.3% |
| Admin fee / account holder | $18 | $3,026-99.4% | $8,291-99.8% | $1,944-99.1% |