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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $78,285 |
MADDOCK FINANCIAL LLC2 years Service code 99 · EIN 37-1423407 | Other Fees | $36,454 |
TANDEM FINANCIAL1 year Service code 99 · EIN 82-4386489 | Other Fees | $7,789 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,074 | $58,344-57.0% | $98,483-74.5% | $86,821-71.1% |
| Participation rate | 98.3% | 68.4%+29.9pp | 73.3%+24.9pp | 72.3%+26.0pp |
| Annual return | 13.64% | 43.47%-29.8pp | 1494.38%-1480.7pp | 97.94%-84.3pp |
| Employer contribution / active EE | $1,898 | $2,008-5.5% | $2,961-35.9% | $2,406-21.1% |
| Participant deferral / active EE | $1,755 | $3,156-44.4% | $4,276-59.0% | $4,132-57.5% |
| Admin fee / account holder | $102 | $138-25.9% | $5,953-98.3% | $170-39.8% |