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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,897 |
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 | $9,119 | $53,841-83.1% | $75,731-88.0% | $85,851-89.4% |
| Participation rate | 92.7% | 69.0%+23.6pp | 74.8%+17.9pp | 69.3%+23.4pp |
| Annual return | 25.61% | 24.54%+1.1pp | 104.65%-79.0pp | 318.63%-293.0pp |
| Employer contribution / active EE | $2,545 | $2,017+26.2% | $2,743-7.2% | $2,565-0.8% |
| Participant deferral / active EE | $1,395 | $2,895-51.8% | $3,820-63.5% | $3,952-64.7% |
| Admin fee / account holder | $31 | $3,340-99.1% | $3,620-99.1% | $6,261-99.5% |