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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 | $36,345 | $93,010-60.9% | $96,515-62.3% | $74,460-51.2% |
| Participation rate | 99.2% | 71.6%+27.6pp | 74.3%+24.9pp | 70.7%+28.5pp |
| Annual return | 10.19% | 37.50%-27.3pp | 35.73%-25.5pp | 34.38%-24.2pp |
| Employer contribution / active EE | $7,838 | $3,427+128.7% | $3,740+109.6% | $2,638+197.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1 | $633-99.8% | $6,735-100.0% | $348-99.6% |