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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,623 |
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 | $7,003 | $45,087-84.5% | $69,483-89.9% | $72,976-90.4% |
| Participation rate | 95.2% | 68.5%+26.8pp | 74.6%+20.6pp | 69.5%+25.7pp |
| Annual return | 1.98% | 22.67%-20.7pp | 28.99%-27.0pp | 81.02%-79.0pp |
| Employer contribution / active EE | $1,990 | $2,055-3.2% | $2,780-28.4% | $2,440-18.5% |
| Participant deferral / active EE | $872 | $2,603-66.5% | $3,537-75.3% | $3,608-75.8% |
| Admin fee / account holder | $18 | $3,057-99.4% | $3,841-99.5% | $5,124-99.6% |