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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $47,046 |
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $13,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,538 | $89,067-12.9% | $102,423-24.3% | $77,714-0.2% |
| Participation rate | 90.4% | 80.9%+9.5pp | 76.5%+13.9pp | 70.6%+19.8pp |
| Annual return | 43.44% | 25.01%+18.4pp | 29.42%+14.0pp | 31.26%+12.2pp |
| Employer contribution / active EE | $3,152 | $2,699+16.8% | $3,023+4.3% | $2,727+15.6% |
| Participant deferral / active EE | $5,497 | $5,147+6.8% | $5,054+8.8% | $4,649+18.2% |
| Admin fee / account holder | $180 | $236-23.7% | $9,455-98.1% | $433-58.5% |