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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,427 |
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 | $80,192 | $84,493-5.1% | $125,381-36.0% | $66,938+19.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -20.01% | -8.49%-11.5pp | 572.31%-592.3pp | 1.58%-21.6pp |
| Employer contribution / active EE | $12,163 | $3,554+242.2% | $4,815+152.6% | $2,545+377.9% |
| Participant deferral / active EE | $6,909 | $6,783+1.8% | $7,448-7.2% | $4,238+63.0% |
| Admin fee / account holder | $121 | $685-82.4% | $10,007-98.8% | $594-79.7% |