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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $550 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,395 | $79,523+51.4% | $140,019-14.0% | $56,287+113.9% |
| Participation rate | 80.2% | 85.7%-5.5pp | 87.5%-7.3pp | 69.9%+10.3pp |
| Annual return | -7.04% | 2.39%-9.4pp | 651.15%-658.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,758 | $5,129+109.8% | $6,927+55.3% | $3,350+221.1% |
| Admin fee / account holder | $4 | $614-99.3% | $10,705-100.0% | $521-99.2% |