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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,378 | $62,409-51.3% | $120,524-74.8% | $74,429-59.2% |
| Participation rate | 80.0% | 56.8%+23.2pp | 71.9%+8.1pp | 67.2%+12.8pp |
| Annual return | 14.77% | 18.62%-3.9pp | 107.36%-92.6pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,821 | $1,847-1.4% | $3,469-47.5% | $2,625-30.6% |
| Participant deferral / active EE | $2,808 | $2,888-2.8% | $4,994-43.8% | $4,348-35.4% |
| Admin fee / account holder | $17 | $2,394-99.3% | $9,440-99.8% | $1,944-99.2% |