Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,183 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,143 | $31,109-32.0% | $67,704-68.8% | $52,331-59.6% |
| Participation rate | 98.5% | 54.0%+44.5pp | 67.5%+31.0pp | 68.1%+30.4pp |
| Annual return | 3.06% | 23.70%-20.6pp | 25.41%-22.4pp | 4.54%-1.5pp |
| Employer contribution / active EE | $932 | $1,076-13.4% | $2,559-63.6% | $1,882-50.5% |
| Participant deferral / active EE | $804 | $1,970-59.2% | $3,585-77.6% | $3,022-73.4% |
| Admin fee / account holder | $11 | $466-97.6% | $4,255-99.7% | $592-98.1% |