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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,571 | $82,972-66.8% | $103,374-73.3% | $77,671-64.5% |
| Participation rate | 98.2% | 71.5%+26.7pp | 74.5%+23.7pp | 70.6%+27.6pp |
| Annual return | -13.44% | 19.14%-32.6pp | 24.89%-38.3pp | 31.21%-44.7pp |
| Employer contribution / active EE | $6,403 | $3,554+80.1% | $3,869+65.5% | $2,726+134.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |