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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-0098400 | Recordkeeping | $4,537 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,607 | $71,873+2.4% | $86,698-15.1% | $68,490+7.5% |
| Participation rate | 85.4% | 72.2%+13.1pp | 76.6%+8.8pp | 67.9%+17.5pp |
| Annual return | -12.20% | 3.54%-15.7pp | 35.96%-48.2pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,052 | $2,173-51.6% | $2,837-62.9% | $2,597-59.5% |
| Participant deferral / active EE | $2,771 | $3,779-26.7% | $4,656-40.5% | $4,028-31.2% |
| Admin fee / account holder | $58 | $6,110-99.1% | $7,492-99.2% | $5,403-98.9% |