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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $40,546 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,552 | $71,142+3.4% | $119,622-38.5% | $64,819+13.5% |
| Participation rate | 97.1% | 78.6%+18.5pp | 79.3%+17.9pp | 71.5%+25.7pp |
| Annual return | -17.65% | -10.01%-7.6pp | -14.98%-2.7pp | 32.84%-50.5pp |
| Employer contribution / active EE | $6,247 | $2,497+150.1% | $4,232+47.6% | $2,507+149.2% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $95 | $162-41.3% | $10,328-99.1% | $188-49.3% |