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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 42-1445429 | Other Fees | $9,663 |
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 | $18,119 | $71,523-74.7% | $98,461-81.6% | $71,511-74.7% |
| Participation rate | 76.4% | 72.7%+3.7pp | 75.2%+1.2pp | 67.9%+8.5pp |
| Annual return | 19.40% | 32.43%-13.0pp | 21.17%-1.8pp | 28.86%-9.5pp |
| Employer contribution / active EE | $1,137 | $2,399-52.6% | $3,049-62.7% | $2,589-56.1% |
| Participant deferral / active EE | $3,033 | $4,109-26.2% | $4,738-36.0% | $4,291-29.3% |
| Admin fee / account holder | $56 | $1,676-96.6% | $8,961-99.4% | $1,588-96.5% |