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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $18,784 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,242 | $91,439-64.7% | $135,974-76.3% | $71,511-54.9% |
| Participation rate | 91.0% | 75.7%+15.3pp | 81.9%+9.0pp | 67.9%+23.0pp |
| Annual return | 36.95% | 29.90%+7.1pp | 68.30%-31.4pp | 28.86%+8.1pp |
| Employer contribution / active EE | $4,330 | $3,705+16.9% | $4,859-10.9% | $2,589+67.2% |
| Participant deferral / active EE | $8,840 | $7,093+24.6% | $7,760+13.9% | $4,291+106.0% |
| Admin fee / account holder | $81 | $1,267-93.6% | $10,767-99.2% | $1,588-94.9% |