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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,058 | $37,117-56.7% | $147,617-89.1% | $55,191-70.9% |
| Participation rate | 82.2% | 63.6%+18.6pp | 84.6%-2.4pp | 69.2%+13.1pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $140 | $1,985-93.0% | $4,895-97.1% | $3,046-95.4% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |