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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 | $32,198 | $78,275-58.9% | $109,173-70.5% | $86,821-62.9% |
| Participation rate | 89.1% | 73.8%+15.2pp | 75.9%+13.2pp | 72.3%+16.8pp |
| Annual return | 2.67% | 19.14%-16.5pp | 25.75%-23.1pp | 97.94%-95.3pp |
| Employer contribution / active EE | $6,415 | $3,105+106.6% | $3,723+72.3% | $2,406+166.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $198-99.4% | $6,755-100.0% | $170-99.3% |