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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,423 | $102,429-4.9% | $147,096-33.8% | $80,925+20.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.59% | 135.02%-120.4pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $3,143 | $3,716-15.4% | $4,936-36.3% | $2,756+14.0% |
| Participant deferral / active EE | $7,517 | $6,649+13.1% | $8,071-6.9% | $4,299+74.9% |
| Admin fee / account holder | $30 | $7,957-99.6% | $13,005-99.8% | $6,940-99.6% |