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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $53,444 |
BOLINGER SOLUTIONS LLC2 years Service code 16 · EIN 87-3979204 | Consulting | $28,410 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,423 | $102,385-4.8% | $147,080-33.8% | $80,935+20.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.59% | 135.09%-120.5pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $3,143 | $3,717-15.4% | $4,933-36.3% | $2,757+14.0% |
| Participant deferral / active EE | $7,517 | $6,651+13.0% | $8,066-6.8% | $4,299+74.8% |
| Admin fee / account holder | $30 | $7,951-99.6% | $12,989-99.8% | $6,924-99.6% |