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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $639 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,071 | $59,054-55.9% | $97,260-73.2% | $77,736-66.5% |
| Participation rate | 83.8% | 67.9%+16.0pp | 72.7%+11.2pp | 70.6%+13.3pp |
| Annual return | 16.83% | 16.96%-0.1pp | 75.54%-58.7pp | 31.26%-14.4pp |
| Employer contribution / active EE | $2,764 | $1,742+58.7% | $2,721+1.6% | $2,728+1.3% |
| Participant deferral / active EE | $4,150 | $3,930+5.6% | $4,262-2.6% | $4,651-10.8% |
| Admin fee / account holder | -$5 | $346-101.3% | $5,640-100.1% | $433-101.1% |