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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,591 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,902 | $79,184-16.8% | $102,438-35.7% | $74,546-11.6% |
| Participation rate | 93.6% | 74.8%+18.8pp | 76.5%+17.1pp | 67.2%+26.4pp |
| Annual return | 14.21% | 54.95%-40.7pp | 29.37%-15.2pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,054 | $2,362-13.0% | $3,024-32.1% | $2,624-21.7% |
| Participant deferral / active EE | $5,132 | $4,414+16.3% | $5,054+1.6% | $4,347+18.0% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,448-99.7% | $1,944-98.7% |