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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $11,460 |
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 | $18,938 | $66,650-71.6% | $92,915-79.6% | $67,582-72.0% |
| Participation rate | 98.2% | 72.5%+25.7pp | 76.0%+22.2pp | 71.3%+26.9pp |
| Annual return | -2.13% | 92.64%-94.8pp | 109.45%-111.6pp | 378.57%-380.7pp |
| Employer contribution / active EE | $2,765 | $2,777-0.4% | $3,653-24.3% | $2,148+28.7% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $4 | $199-97.8% | $5,796-99.9% | $142-97.0% |