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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 | $59,467+119.2% | $93,727+39.1% | $74,478+75.0% |
| Participation rate | 91.8% | 59.6%+32.2pp | 68.7%+23.1pp | 67.2%+24.6pp |
| Annual return | 13.32% | 82.14%-68.8pp | 133.83%-120.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $2,896 | $1,267+128.6% | $2,421+19.6% | $2,626+10.3% |
| Participant deferral / active EE | $6,797 | $3,052+122.8% | $4,417+53.9% | $4,350+56.3% |
| Admin fee / account holder | $18 | $3,028-99.4% | $8,292-99.8% | $1,946-99.1% |