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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $828 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,927 | $60,488+42.1% | $109,895-21.8% | $79,386+8.2% |
| Participation rate | 77.4% | 67.0%+10.4pp | 74.2%+3.2pp | 70.7%+6.7pp |
| Annual return | 9.62% | 189.57%-179.9pp | 29.45%-19.8pp | 116.85%-107.2pp |
| Employer contribution / active EE | $1,749 | $1,649+6.1% | $2,842-38.5% | $2,427-28.0% |
| Participant deferral / active EE | $3,964 | $3,220+23.1% | $4,048-2.1% | $4,046-2.0% |
| Admin fee / account holder | $7 | $605-98.8% | $6,066-99.9% | $626-98.8% |