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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,271 |
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 | $21,860 | $63,346-65.5% | $92,240-76.3% | $70,126-68.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.94% | 530.19%-518.3pp | 176.29%-164.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,167 | $2,471-12.3% | $3,680-41.1% | $2,343-7.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $86 | $3,841-97.8% | $5,194-98.3% | $4,645-98.1% |