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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,674 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,327 |
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 | $41,074 | $77,908-47.3% | $149,696-72.6% | $75,173-45.4% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%0pp | 67.2%+11.6pp |
| Annual return | 10.96% | 31.73%-20.8pp | 134.46%-123.5pp | 160.72%-149.8pp |
| Employer contribution / active EE | $2,923 | $3,138-6.8% | $4,821-39.4% | $2,671+9.4% |
| Participant deferral / active EE | $2,898 | $3,411-15.0% | $5,682-49.0% | $4,126-29.8% |
| Admin fee / account holder | $223 | $5,950-96.2% | $13,212-98.3% | $5,651-96.0% |