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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $895 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,814 | $64,716-46.2% | $112,258-69.0% | $68,495-49.2% |
| Participation rate | 71.6% | 67.2%+4.5pp | 75.1%-3.5pp | 67.9%+3.7pp |
| Annual return | -18.41% | -11.40%-7.0pp | 27.47%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,560 | $2,746-6.8% | $3,636-29.6% | $2,596-1.4% |
| Participant deferral / active EE | $5,307 | $3,565+48.9% | $4,728+12.2% | $4,028+31.8% |
| Admin fee / account holder | $58 | $5,232-98.9% | $6,411-99.1% | $5,403-98.9% |