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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,287 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,368 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,891 | $73,863-56.8% | $143,797-77.8% | $68,490-53.4% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -6.22% | 0.91%-7.1pp | -0.04%-6.2pp | -7.85%+1.6pp |
| Employer contribution / active EE | $2,344 | $3,185-26.4% | $4,952-52.7% | $2,597-9.7% |
| Participant deferral / active EE | $2,192 | $3,385-35.2% | $5,638-61.1% | $4,028-45.6% |
| Admin fee / account holder | $234 | $5,756-95.9% | $14,679-98.4% | $5,403-95.7% |