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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $44,127 |
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 | $98,347 | $86,225+14.1% | $146,685-33.0% | $86,813+13.3% |
| Participation rate | 97.4% | 78.0%+19.4pp | 80.1%+17.3pp | 72.3%+25.1pp |
| Annual return | 13.43% | 31.23%-17.8pp | 22.75%-9.3pp | 97.93%-84.5pp |
| Employer contribution / active EE | $6,437 | $2,392+169.1% | $4,137+55.6% | $2,406+167.6% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,507-100.0% | $4,131-100.0% |
| Admin fee / account holder | $115 | $195-41.0% | $10,281-98.9% | $170-32.1% |