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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $65,301 |
TANDEM FINANCIAL4 years Service code 99 · EIN 82-4386489 | Other Fees | $53,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,033 | $66,004-50.0% | $81,820-59.6% | $77,714-57.5% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.4%+25.9pp | 70.6%+27.7pp |
| Annual return | 14.53% | 26.65%-12.1pp | 777.93%-763.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,808 | $2,375-23.9% | $2,915-38.0% | $2,727-33.7% |
| Participant deferral / active EE | $1,673 | $3,508-52.3% | $4,323-61.3% | $4,649-64.0% |
| Admin fee / account holder | $95 | $527-82.0% | $7,391-98.7% | $433-78.1% |