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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 | $83,023-66.8% | $102,437-73.1% | $77,762-64.5% |
| Participation rate | 98.2% | 71.5%+26.6pp | 74.5%+23.7pp | 70.6%+27.6pp |
| Annual return | -13.44% | 19.12%-32.6pp | 24.95%-38.4pp | 31.27%-44.7pp |
| Employer contribution / active EE | $6,403 | $3,552+80.2% | $3,871+65.4% | $2,728+134.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |