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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,176 |
Participant contribution per participant 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 | $15,685 | $73,102-78.5% | $123,549-87.3% | $56,287-72.1% |
| Participation rate | 77.0% | 74.3%+2.7pp | 82.3%-5.3pp | 69.9%+7.2pp |
| Annual return | 1.86% | 3.01%-1.1pp | 119.20%-117.3pp | -9.96%+11.8pp |
| Employer contribution / active EE | $1,479 | $2,977-50.3% | $4,628-68.1% | $2,111-30.0% |
| Participant deferral / active EE | $2,415 | $5,423-55.5% | $6,426-62.4% | $3,350-27.9% |
| Admin fee / account holder | $39 | $554-93.0% | $9,284-99.6% | $521-92.6% |