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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,233 | $45,126+188.6% | $85,187+52.9% | $74,459+74.9% |
| Participation rate | 98.3% | 49.4%+48.9pp | 67.5%+30.8pp | 67.2%+31.1pp |
| Annual return | 12.56% | 26.30%-13.7pp | 66.67%-54.1pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $3,688 | $1,460+152.6% | $2,732+35.0% | $2,626+40.5% |
| Participant deferral / active EE | $8,931 | $2,738+226.1% | $4,525+97.4% | $4,350+105.3% |
| Admin fee / account holder | $48 | $2,212-97.8% | $6,162-99.2% | $1,945-97.5% |