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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 | $52,353-22.4% | $120,225-66.2% | $82,448-50.7% |
| Participation rate | 96.1% | 58.3%+37.7pp | 69.6%+26.5pp | 68.1%+28.0pp |
| Annual return | 11.02% | 61.85%-50.8pp | 439.23%-428.2pp | 41.64%-30.6pp |
| Employer contribution / active EE | $4,729 | $1,510+213.2% | $3,475+36.1% | $2,551+85.4% |
| Participant deferral / active EE | $4,028 | $2,627+53.3% | $3,999+0.7% | $4,139-2.7% |
| Admin fee / account holder | $165 | $4,363-96.2% | $5,696-97.1% | $7,234-97.7% |