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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $56,888 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,894 | $60,454-37.3% | $81,844-53.7% | $74,459-49.1% |
| Participation rate | 96.0% | 63.0%+33.1pp | 72.4%+23.6pp | 67.2%+28.8pp |
| Annual return | 14.15% | 16.87%-2.7pp | 778.87%-764.7pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $1,245 | $2,630-52.7% | $2,916-57.3% | $2,626-52.6% |
| Participant deferral / active EE | $5,776 | $3,398+70.0% | $4,323+33.6% | $4,350+32.8% |
| Admin fee / account holder | $5 | $1,490-99.7% | $7,355-99.9% | $1,945-99.7% |