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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,460 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,634 | $53,546-24.1% | $69,884-41.9% | $68,486-40.7% |
| Participation rate | 83.3% | 64.5%+18.8pp | 70.5%+12.9pp | 67.9%+15.4pp |
| Annual return | -8.86% | -13.87%+5.0pp | 190.81%-199.7pp | -7.85%-1.0pp |
| Employer contribution / active EE | $1,314 | $2,019-34.9% | $2,560-48.7% | $2,597-49.4% |
| Participant deferral / active EE | $1,634 | $2,957-44.7% | $3,848-57.5% | $4,028-59.4% |
| Admin fee / account holder | $281 | $4,693-94.0% | $6,266-95.5% | $5,404-94.8% |