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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,697 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,539 | $95,406-68.0% | $185,849-83.6% | $85,847-64.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.93% | 23.59%-10.7pp | 122.10%-109.2pp | 318.61%-305.7pp |
| Employer contribution / active EE | $1,576 | $3,314-52.4% | $5,169-69.5% | $2,565-38.6% |
| Participant deferral / active EE | $3,833 | $3,424+12.0% | $5,569-31.2% | $3,952-3.0% |
| Admin fee / account holder | $4 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |