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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 | $79,223-16.8% | $102,460-35.7% | $74,478-11.5% |
| Participation rate | 93.6% | 74.8%+18.8pp | 76.5%+17.1pp | 67.2%+26.3pp |
| Annual return | 14.21% | 54.98%-40.8pp | 29.47%-15.3pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $2,054 | $2,363-13.1% | $3,025-32.1% | $2,626-21.8% |
| Participant deferral / active EE | $5,132 | $4,417+16.2% | $5,056+1.5% | $4,350+18.0% |
| Admin fee / account holder | $24 | $2,003-98.8% | $9,460-99.7% | $1,946-98.7% |