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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,617 | $60,323-12.8% | $81,812-35.7% | $74,495-29.4% |
| Participation rate | 84.0% | 62.9%+21.1pp | 72.3%+11.6pp | 67.2%+16.8pp |
| Annual return | 9.02% | 16.90%-7.9pp | 773.79%-764.8pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $2,634 | $2,620+0.5% | $2,912-9.6% | $2,623+0.4% |
| Participant deferral / active EE | $3,833 | $3,387+13.1% | $4,319-11.3% | $4,346-11.8% |
| Admin fee / account holder | $9 | $1,486-99.4% | $7,386-99.9% | $1,942-99.6% |