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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,858 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,604 | $79,223+10.6% | $102,460-14.5% | $74,478+17.6% |
| Participation rate | 80.1% | 74.8%+5.4pp | 76.5%+3.6pp | 67.2%+12.9pp |
| Annual return | 15.80% | 54.98%-39.2pp | 29.47%-13.7pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $3,754 | $2,363+58.8% | $3,025+24.1% | $2,626+42.9% |
| Participant deferral / active EE | $7,024 | $4,417+59.0% | $5,056+38.9% | $4,350+61.5% |
| Admin fee / account holder | $19 | $2,003-99.1% | $9,460-99.8% | $1,946-99.0% |