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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $72,200 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $70,617 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,050 | $56,152+31.9% | $185,861-60.2% | $73,412+0.9% |
| Participation rate | 93.7% | 67.6%+26.1pp | 78.0%+15.6pp | 72.2%+21.5pp |
| Annual return | 16.29% | 17.59%-1.3pp | 35.96%-19.7pp | 59.30%-43.0pp |
| Employer contribution / active EE | $2,324 | $1,532+51.7% | $4,088-43.1% | $2,234+4.0% |
| Participant deferral / active EE | $3,275 | $3,659-10.5% | $5,634-41.9% | $3,806-14.0% |
| Admin fee / account holder | $56 | $132-57.4% | $9,503-99.4% | $158-64.4% |