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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $54,660 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,198 | $93,182-39.7% | $146,643-61.7% | $79,391-29.2% |
| Participation rate | 78.7% | 76.4%+2.3pp | 80.1%-1.4pp | 70.7%+8.0pp |
| Annual return | 11.73% | 21.61%-9.9pp | 22.75%-11.0pp | 116.88%-105.2pp |
| Employer contribution / active EE | $465 | $2,420-80.8% | $4,137-88.8% | $2,428-80.9% |
| Participant deferral / active EE | $3,052 | $4,169-26.8% | $5,506-44.6% | $4,046-24.6% |
| Admin fee / account holder | $7 | $585-98.7% | $10,280-99.9% | $627-98.8% |