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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $36,750 |
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 | $98,656 | $91,372+8.0% | $130,045-24.1% | $74,460+32.5% |
| Participation rate | 76.5% | 77.8%-1.3pp | 78.5%-2.0pp | 70.7%+5.7pp |
| Annual return | 18.06% | 23.21%-5.1pp | -137.30%+155.4pp | 34.38%-16.3pp |
| Employer contribution / active EE | $5,881 | $2,563+129.4% | $4,321+36.1% | $2,638+122.9% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $106 | $283-62.7% | $10,600-99.0% | $348-69.6% |