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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 | $44,984+189.5% | $85,009+53.2% | $74,546+74.7% |
| Participation rate | 98.3% | 49.4%+48.9pp | 67.5%+30.8pp | 67.2%+31.1pp |
| Annual return | 12.56% | 26.25%-13.7pp | 66.47%-53.9pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $3,688 | $1,458+152.9% | $2,728+35.2% | $2,624+40.5% |
| Participant deferral / active EE | $8,931 | $2,733+226.7% | $4,522+97.5% | $4,347+105.4% |
| Admin fee / account holder | $48 | $2,208-97.8% | $6,153-99.2% | $1,944-97.5% |