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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,079 |
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 | $5,837 | $45,050-87.0% | $63,018-90.7% | $70,126-91.7% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.1pp |
| Annual return | 8.16% | 18.76%-10.6pp | 87.62%-79.5pp | 73.15%-65.0pp |
| Employer contribution / active EE | $2,676 | $2,052+30.4% | $2,761-3.1% | $2,343+14.3% |
| Participant deferral / active EE | $857 | $2,466-65.3% | $3,330-74.3% | $3,332-74.3% |
| Admin fee / account holder | $33 | $2,834-98.8% | $3,601-99.1% | $4,645-99.3% |