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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,989 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $22,111 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,695 | $122,042-33.1% | $184,243-55.7% | $74,429+9.8% |
| Participation rate | 80.7% | 85.5%-4.7pp | 86.8%-6.1pp | 67.2%+13.5pp |
| Annual return | 14.87% | 19.91%-5.0pp | 28.82%-13.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $2,289 | $4,538-49.6% | $6,427-64.4% | $2,625-12.8% |
| Participant deferral / active EE | $3,985 | $7,143-44.2% | $9,132-56.4% | $4,348-8.3% |
| Admin fee / account holder | $175 | $1,252-86.0% | $13,914-98.7% | $1,944-91.0% |