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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $85,783 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,238 | $79,151+5.2% | $60,919+36.6% | $64,824+28.4% |
| Participation rate | 95.7% | 77.7%+18.0pp | 73.1%+22.6pp | 71.5%+24.3pp |
| Annual return | -16.24% | -7.12%-9.1pp | 16.96%-33.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $4,790 | $3,052+56.9% | $2,704+77.2% | $2,507+91.1% |
| Participant deferral / active EE | $5,307 | $3,727+42.4% | $3,814+39.1% | $4,311+23.1% |
| Admin fee / account holder | $4 | $106-96.2% | $3,228-99.9% | $188-97.9% |