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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Claims processing... | $5,736 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,748 | $71,192-37.1% | $117,861-62.0% | $62,293-28.2% |
| Participation rate | 86.8% | 74.2%+12.6pp | 79.7%+7.1pp | 69.5%+17.3pp |
| Annual return | 17.60% | 18.66%-1.1pp | 335.11%-317.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,011 | $1,934-47.7% | $3,786-73.3% | $2,042-50.5% |
| Participant deferral / active EE | $2,272 | $3,189-28.8% | $4,482-49.3% | $3,169-28.3% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |