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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,879 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,741 | $101,591+3.1% | $147,096-28.8% | $74,429+40.7% |
| Participation rate | 86.4% | 75.5%+10.9pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 16.29% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $2,042 | $3,813-46.4% | $4,936-58.6% | $2,625-22.2% |
| Participant deferral / active EE | $10,023 | $7,302+37.3% | $8,071+24.2% | $4,348+130.5% |
| Admin fee / account holder | $121 | $1,750-93.1% | $13,005-99.1% | $1,944-93.8% |