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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $55,102 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,772 | $78,636-41.8% | $105,607-56.7% | $74,459-38.5% |
| Participation rate | 96.2% | 72.8%+23.4pp | 75.3%+20.9pp | 67.2%+29.0pp |
| Annual return | 19.71% | 15.96%+3.8pp | 116.11%-96.4pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $2,607 | $2,523+3.3% | $3,167-17.7% | $2,626-0.7% |
| Participant deferral / active EE | $5,272 | $4,322+22.0% | $5,011+5.2% | $4,350+21.2% |
| Admin fee / account holder | $8 | $2,220-99.6% | $10,958-99.9% | $1,945-99.6% |