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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,732 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513 | $41,151-98.8% | $80,648-99.4% | $71,529-99.3% |
| Participation rate | 95.4% | 50.2%+45.1pp | 67.0%+28.4pp | 67.9%+27.4pp |
| Annual return | 0.00% | 38.49%-38.5pp | 937.21%-937.2pp | 28.97%-29.0pp |
| Employer contribution / active EE | $400 | $1,513-73.6% | $2,724-85.3% | $2,590-84.5% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $3 | $1,842-99.8% | $5,382-99.9% | $1,588-99.8% |