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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $40 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,007 | $71,883-58.3% | $86,677-65.4% | $68,494-56.2% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -11.44% | 3.52%-15.0pp | 35.91%-47.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $3,125 | $2,173+43.8% | $2,836+10.2% | $2,596+20.4% |
| Participant deferral / active EE | $1,673 | $3,779-55.7% | $4,656-64.1% | $4,027-58.5% |
| Admin fee / account holder | $143 | $6,112-97.7% | $7,493-98.1% | $5,403-97.4% |