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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 | $59,402+119.4% | $93,654+39.2% | $74,546+74.9% |
| Participation rate | 91.8% | 59.7%+32.2pp | 68.7%+23.1pp | 67.2%+24.6pp |
| Annual return | 13.32% | 81.86%-68.5pp | 133.34%-120.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,896 | $1,265+129.0% | $2,421+19.6% | $2,624+10.3% |
| Participant deferral / active EE | $6,797 | $3,049+123.0% | $4,413+54.0% | $4,347+56.4% |
| Admin fee / account holder | $18 | $3,023-99.4% | $8,282-99.8% | $1,944-99.1% |