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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,590 |
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 | $14,593 | $99,957-85.4% | $149,715-90.3% | $73,493-80.1% |
| Participation rate | 85.9% | 75.7%+10.2pp | 82.5%+3.4pp | 70.7%+15.2pp |
| Annual return | 15.85% | 53.87%-38.0pp | 276.66%-260.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,148 | $3,191-32.7% | $4,645-53.8% | $2,270-5.4% |
| Participant deferral / active EE | $2,001 | $6,073-67.1% | $6,842-70.8% | $3,740-46.5% |
| Admin fee / account holder | $141 | $551-74.3% | $9,310-98.5% | $513-72.5% |