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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,452 |
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 | $52,617 | $60,504-13.0% | $81,882-35.7% | $74,478-29.4% |
| Participation rate | 84.0% | 62.9%+21.0pp | 72.4%+11.6pp | 67.2%+16.7pp |
| Annual return | 9.02% | 16.91%-7.9pp | 779.47%-770.5pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $2,634 | $2,627+0.3% | $2,916-9.7% | $2,626+0.3% |
| Participant deferral / active EE | $3,833 | $3,400+12.7% | $4,323-11.3% | $4,350-11.9% |
| Admin fee / account holder | $9 | $1,492-99.4% | $7,360-99.9% | $1,946-99.6% |