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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,466 |
Annual investment return 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 | $18,088 | $57,096-68.3% | $94,229-80.8% | $55,191-67.2% |
| Participation rate | 99.8% | 75.7%+24.1pp | 78.8%+21.0pp | 69.2%+30.7pp |
| Annual return | -1.66% | 159.65%-161.3pp | 10.68%-12.3pp | 10.78%-12.4pp |
| Employer contribution / active EE | $1,947 | $1,708+14.0% | $3,587-45.7% | $1,899+2.5% |
| Participant deferral / active EE | $2,314 | $3,165-26.9% | $4,320-46.4% | $3,046-24.0% |
| Admin fee / account holder | $7 | $89-92.1% | $6,269-99.9% | $91-92.3% |