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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,949 | $66,402+23.4% | $109,907-25.4% | $85,847-4.5% |
| Participation rate | 94.6% | 63.9%+30.7pp | 74.2%+20.3pp | 69.3%+25.2pp |
| Annual return | 16.08% | 19.59%-3.5pp | 29.46%-13.4pp | 318.61%-302.5pp |
| Employer contribution / active EE | $1,012 | $1,687-40.0% | $2,844-64.4% | $2,565-60.6% |
| Participant deferral / active EE | $4,050 | $2,842+42.5% | $4,047+0.1% | $3,952+2.5% |
| Admin fee / account holder | $151 | $4,557-96.7% | $6,069-97.5% | $6,261-97.6% |