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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 | $79,181+10.6% | $102,423-14.5% | $74,429+17.7% |
| Participation rate | 80.1% | 74.8%+5.4pp | 76.5%+3.6pp | 67.2%+12.9pp |
| Annual return | 15.80% | 54.97%-39.2pp | 29.42%-13.6pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $3,754 | $2,362+58.9% | $3,023+24.2% | $2,625+43.0% |
| Participant deferral / active EE | $7,024 | $4,416+59.1% | $5,054+39.0% | $4,348+61.5% |
| Admin fee / account holder | $19 | $2,002-99.1% | $9,455-99.8% | $1,944-99.0% |