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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,810 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,282 | $39,132-86.5% | $57,196-90.8% | $62,881-91.6% |
| Participation rate | 96.2% | 70.5%+25.7pp | 75.3%+20.8pp | 69.3%+26.8pp |
| Annual return | -1.02% | 9.24%-10.3pp | 14.59%-15.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $2,399 | $1,874+28.0% | $2,683-10.6% | $2,281+5.2% |
| Participant deferral / active EE | $969 | $2,374-59.2% | $3,096-68.7% | $3,203-69.8% |
| Admin fee / account holder | $38 | $2,594-98.5% | $3,141-98.8% | $4,296-99.1% |