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| Provider | Service type | Compensation |
|---|---|---|
PB&H3 years Service code 15 · EIN 74-1130599 | Recordkeeping | $9,828 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,198 | $71,142+98.5% | $119,634+18.0% | $64,824+117.8% |
| Participation rate | 98.6% | 78.6%+20.0pp | 79.3%+19.3pp | 71.5%+27.1pp |
| Annual return | 3.94% | -10.01%+14.0pp | -14.98%+18.9pp | 32.84%-28.9pp |
| Employer contribution / active EE | $4,604 | $2,497+84.3% | $4,232+8.8% | $2,507+83.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $19 | $162-88.2% | $10,329-99.8% | $188-89.8% |