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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,353 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $20,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,458 | $102,661-23.6% | $151,645-48.3% | $66,949+17.2% |
| Participation rate | 88.2% | 85.5%+2.7pp | 87.5%+0.7pp | 69.8%+18.4pp |
| Annual return | -10.53% | -10.81%+0.3pp | 3.34%-13.9pp | 1.57%-12.1pp |
| Employer contribution / active EE | $2,262 | $4,184-45.9% | $6,165-63.3% | $2,545-11.1% |
| Participant deferral / active EE | $3,915 | $6,645-41.1% | $8,363-53.2% | $4,239-7.6% |
| Admin fee / account holder | $166 | $630-73.6% | $11,614-98.6% | $594-72.0% |