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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 | $101,653+3.0% | $147,080-28.8% | $74,459+40.7% |
| Participation rate | 86.4% | 75.6%+10.8pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 16.29% | 8754.98%-8738.7pp | 420.17%-403.9pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $2,042 | $3,813-46.4% | $4,933-58.6% | $2,626-22.2% |
| Participant deferral / active EE | $10,023 | $7,304+37.2% | $8,066+24.3% | $4,350+130.4% |
| Admin fee / account holder | $121 | $1,752-93.1% | $12,989-99.1% | $1,945-93.8% |