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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,037 | $91,517-71.5% | $101,275-74.3% | $73,412-64.5% |
| Participation rate | 97.5% | 73.8%+23.7pp | 75.8%+21.7pp | 72.2%+25.3pp |
| Annual return | 5.22% | 17.17%-12.0pp | 46.48%-41.3pp | 59.30%-54.1pp |
| Employer contribution / active EE | $4,652 | $2,877+61.7% | $3,660+27.1% | $2,234+108.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |