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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $30,553 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,678 | $58,234-21.6% | $81,783-44.1% | $80,874-43.5% |
| Participation rate | 94.8% | 63.4%+31.4pp | 72.4%+22.4pp | 67.6%+27.1pp |
| Annual return | 14.81% | 41.70%-26.9pp | 775.05%-760.2pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,504 | $2,341+7.0% | $2,913-14.0% | $2,756-9.1% |
| Participant deferral / active EE | $7,503 | $3,283+128.6% | $4,320+73.7% | $4,297+74.6% |
| Admin fee / account holder | $233 | $4,982-95.3% | $7,380-96.8% | $6,935-96.6% |