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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 | $78,562-41.7% | $105,608-56.7% | $74,429-38.5% |
| Participation rate | 96.2% | 72.8%+23.4pp | 75.3%+20.9pp | 67.2%+29.0pp |
| Annual return | 19.71% | 15.94%+3.8pp | 116.50%-96.8pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $2,607 | $2,521+3.4% | $3,167-17.7% | $2,625-0.7% |
| Participant deferral / active EE | $5,272 | $4,321+22.0% | $5,010+5.2% | $4,348+21.2% |
| Admin fee / account holder | $8 | $2,217-99.6% | $11,028-99.9% | $1,944-99.6% |