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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,942 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,880 | $44,764-80.2% | $68,791-87.1% | $64,808-86.3% |
| Participation rate | 74.1% | 64.8%+9.4pp | 69.0%+5.1pp | 71.5%+2.7pp |
| Annual return | -12.74% | -10.91%-1.8pp | -6.38%-6.4pp | 32.82%-45.6pp |
| Employer contribution / active EE | $342 | $1,775-80.8% | $2,655-87.1% | $2,506-86.4% |
| Participant deferral / active EE | $1,948 | $3,238-39.8% | $3,941-50.6% | $4,310-54.8% |
| Admin fee / account holder | $15 | $151-90.3% | $4,932-99.7% | $188-92.2% |