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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,186 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,642 | $56,431-28.0% | $130,788-68.9% | $87,485-53.5% |
| Participation rate | 96.1% | 58.9%+37.1pp | 70.1%+26.0pp | 68.9%+27.1pp |
| Annual return | 11.02% | 91.27%-80.3pp | 386.44%-375.4pp | 26.06%-15.0pp |
| Employer contribution / active EE | $4,729 | $1,549+205.3% | $3,558+32.9% | $2,596+82.2% |
| Participant deferral / active EE | $4,028 | $2,749+46.5% | $4,137-2.6% | $4,274-5.7% |
| Admin fee / account holder | $165 | $4,433-96.3% | $6,673-97.5% | $7,775-97.9% |