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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$39,280 |
Participant contribution per participant 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 | $91,068 | $122,063-25.4% | $184,256-50.6% | $74,478+22.3% |
| Participation rate | 93.4% | 85.5%+8.0pp | 86.8%+6.6pp | 67.2%+26.2pp |
| Annual return | 16.51% | 19.92%-3.4pp | 28.85%-12.3pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $14,734 | $4,539+224.6% | $6,427+129.2% | $2,626+461.0% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $50 | $1,253-96.0% | $13,899-99.6% | $1,946-97.4% |