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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,214 |
Employer contribution per participant 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 | $43,963 | $86,692-49.3% | $119,634-63.3% | $66,949-34.3% |
| Participation rate | 74.7% | 75.6%-0.9pp | 79.3%-4.6pp | 69.8%+4.8pp |
| Annual return | -16.55% | -8.00%-8.5pp | -14.98%-1.6pp | 1.57%-18.1pp |
| Employer contribution / active EE | $397 | $2,536-84.3% | $4,232-90.6% | $2,545-84.4% |
| Participant deferral / active EE | $3,105 | $4,360-28.8% | $5,601-44.6% | $4,239-26.8% |
| Admin fee / account holder | $4 | $755-99.4% | $10,329-100.0% | $594-99.3% |