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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $49,142 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,005 | $46,325-13.6% | $143,788-72.2% | $64,814-38.3% |
| Participation rate | 96.1% | 64.2%+31.8pp | 80.3%+15.8pp | 71.5%+24.6pp |
| Annual return | -17.55% | -10.05%-7.5pp | -0.03%-17.5pp | 32.84%-50.4pp |
| Employer contribution / active EE | $1,087 | $1,911-43.1% | $4,952-78.1% | $2,507-56.6% |
| Participant deferral / active EE | $3,323 | $2,647+25.6% | $5,638-41.1% | $4,310-22.9% |
| Admin fee / account holder | $99 | $154-35.7% | $14,675-99.3% | $188-47.3% |