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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 | $122,042-25.4% | $184,260-50.6% | $74,459+22.3% |
| Participation rate | 93.4% | 85.5%+8.0pp | 86.8%+6.6pp | 67.2%+26.2pp |
| Annual return | 16.51% | 19.91%-3.4pp | 28.84%-12.3pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $14,734 | $4,537+224.7% | $6,427+129.2% | $2,626+461.1% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $50 | $1,252-96.0% | $13,898-99.6% | $1,945-97.4% |