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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $47,565 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,075 | $50,860-17.3% | $155,574-73.0% | $77,714-45.9% |
| Participation rate | 89.1% | 63.1%+26.0pp | 78.2%+10.9pp | 70.6%+18.5pp |
| Annual return | 20.46% | 34.86%-14.4pp | 64.87%-44.4pp | 31.26%-10.8pp |
| Employer contribution / active EE | $2,964 | $1,991+48.9% | $4,676-36.6% | $2,727+8.7% |
| Participant deferral / active EE | $4,249 | $2,825+50.4% | $5,629-24.5% | $4,649-8.6% |
| Admin fee / account holder | $19 | $436-95.5% | $15,914-99.9% | $433-95.5% |