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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,704 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,243 | $53,162+34.0% | $91,227-21.9% | $68,490+4.0% |
| Participation rate | 88.5% | 63.2%+25.3pp | 73.2%+15.3pp | 67.9%+20.6pp |
| Annual return | -17.77% | -3.14%-14.6pp | 114.14%-131.9pp | -7.85%-9.9pp |
| Employer contribution / active EE | $720 | $1,709-57.9% | $2,851-74.8% | $2,597-72.3% |
| Participant deferral / active EE | $4,056 | $2,974+36.4% | $4,234-4.2% | $4,028+0.7% |
| Admin fee / account holder | $146 | $4,493-96.7% | $5,423-97.3% | $5,403-97.3% |