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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $69,385 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $12,063 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,837 | $71,142-0.4% | $119,634-40.8% | $64,824+9.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -15.88% | -10.01%-5.9pp | -14.98%-0.9pp | 32.84%-48.7pp |
| Employer contribution / active EE | $5,173 | $2,497+107.1% | $4,232+22.2% | $2,507+106.3% |
| Participant deferral / active EE | $6,962 | $4,490+55.1% | $5,601+24.3% | $4,311+61.5% |
| Admin fee / account holder | $34 | $162-78.9% | $10,329-99.7% | $188-81.8% |