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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $856 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,782 | $99,016-52.8% | $93,786-50.1% | $66,949-30.1% |
| Participation rate | 78.7% | 82.1%-3.5pp | 81.0%-2.3pp | 69.8%+8.8pp |
| Annual return | 124.33% | -14.59%+138.9pp | -11.32%+135.7pp | 1.57%+122.8pp |
| Employer contribution / active EE | $4,355 | $4,769-8.7% | $4,328+0.6% | $2,545+71.1% |
| Participant deferral / active EE | $7,070 | $6,689+5.7% | $6,100+15.9% | $4,239+66.8% |
| Admin fee / account holder | $28 | $477-94.0% | $7,184-99.6% | $594-95.2% |