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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,677 |
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 | $39,873 | $61,295-34.9% | $149,682-73.4% | $71,476-44.2% |
| Participation rate | 86.4% | 62.5%+23.9pp | 78.8%+7.6pp | 67.9%+18.5pp |
| Annual return | 13.09% | 35.86%-22.8pp | 134.35%-121.3pp | 28.85%-15.8pp |
| Employer contribution / active EE | $2,729 | $2,380+14.7% | $4,818-43.4% | $2,589+5.4% |
| Participant deferral / active EE | $3,233 | $2,918+10.8% | $5,681-43.1% | $4,290-24.6% |
| Admin fee / account holder | $88 | $1,262-93.0% | $13,210-99.3% | $1,587-94.5% |