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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,539 | $64,176+14.6% | $112,249-34.5% | $66,938+9.9% |
| Participation rate | 75.3% | 68.4%+6.9pp | 75.1%+0.2pp | 69.8%+5.5pp |
| Annual return | -17.18% | -13.80%-3.4pp | 27.48%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,069 | $3,007-64.4% | $3,636-70.6% | $2,545-58.0% |
| Participant deferral / active EE | $4,953 | $3,694+34.1% | $4,729+4.7% | $4,238+16.9% |
| Admin fee / account holder | $13 | $626-97.9% | $6,412-99.8% | $594-97.8% |