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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $52,055 |
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 | $62,832 | $83,090-24.4% | $130,062-51.7% | $71,529-12.2% |
| Participation rate | 71.2% | 74.1%-3.0pp | 78.5%-7.3pp | 67.9%+3.2pp |
| Annual return | 16.67% | 20.61%-3.9pp | -137.37%+154.0pp | 28.97%-12.3pp |
| Employer contribution / active EE | $422 | $2,624-83.9% | $4,322-90.2% | $2,590-83.7% |
| Participant deferral / active EE | $3,506 | $4,436-21.0% | $5,821-39.8% | $4,291-18.3% |
| Admin fee / account holder | $11 | $1,727-99.4% | $10,601-99.9% | $1,588-99.3% |