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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 | $64,138+14.7% | $112,258-34.5% | $66,930+9.9% |
| Participation rate | 75.3% | 68.5%+6.8pp | 75.1%+0.2pp | 69.8%+5.5pp |
| Annual return | -17.18% | -13.81%-3.4pp | 27.47%-44.7pp | 1.57%-18.8pp |
| Employer contribution / active EE | $1,069 | $3,006-64.4% | $3,636-70.6% | $2,545-58.0% |
| Participant deferral / active EE | $4,953 | $3,694+34.1% | $4,728+4.8% | $4,238+16.9% |
| Admin fee / account holder | $13 | $625-97.9% | $6,411-99.8% | $593-97.8% |