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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 | $58,275-21.6% | $81,844-44.2% | $80,935-43.6% |
| Participation rate | 94.8% | 63.5%+31.3pp | 72.4%+22.4pp | 67.7%+27.1pp |
| Annual return | 14.81% | 41.82%-27.0pp | 778.87%-764.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,504 | $2,346+6.8% | $2,916-14.1% | $2,757-9.2% |
| Participant deferral / active EE | $7,503 | $3,285+128.4% | $4,323+73.5% | $4,299+74.5% |
| Admin fee / account holder | $233 | $4,749-95.1% | $7,355-96.8% | $6,924-96.6% |