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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,578 | $101,955-31.8% | $112,923-38.4% | $71,529-2.7% |
| Participation rate | 81.0% | 82.1%-1.1pp | 80.5%+0.4pp | 67.9%+13.0pp |
| Annual return | 37.35% | 28.92%+8.4pp | 34.13%+3.2pp | 28.97%+8.4pp |
| Employer contribution / active EE | $4,691 | $4,743-1.1% | $4,570+2.6% | $2,590+81.1% |
| Participant deferral / active EE | $7,770 | $6,771+14.7% | $6,520+19.2% | $4,291+81.1% |
| Admin fee / account holder | $164 | $1,395-88.2% | $7,046-97.7% | $1,588-89.7% |