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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $26,205 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,107 | $101,539+317.7% | $147,041+188.4% | $74,400+470.0% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 15.41% | 8740.84%-8725.4pp | 419.21%-403.8pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $14,372 | $3,811+277.1% | $4,935+191.2% | $2,624+447.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $86 | $1,749-95.1% | $13,006-99.3% | $1,944-95.6% |