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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $20,171 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,827 | $71,523+124.9% | $98,461+63.3% | $71,511+124.9% |
| Participation rate | 95.6% | 72.7%+22.9pp | 75.2%+20.5pp | 67.9%+27.7pp |
| Annual return | 23.69% | 32.43%-8.7pp | 21.17%+2.5pp | 28.86%-5.2pp |
| Employer contribution / active EE | $2,953 | $2,399+23.1% | $3,049-3.1% | $2,589+14.1% |
| Participant deferral / active EE | $8,126 | $4,109+97.8% | $4,738+71.5% | $4,291+89.4% |
| Admin fee / account holder | $164 | $1,676-90.2% | $8,961-98.2% | $1,588-89.7% |