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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 | $101,672+317.1% | $147,117+188.3% | $74,478+469.4% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 15.41% | 8757.83%-8742.4pp | 420.54%-405.1pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $14,372 | $3,813+276.9% | $4,932+191.4% | $2,626+447.2% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $86 | $1,753-95.1% | $12,993-99.3% | $1,946-95.6% |