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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $28,672 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $492,675 | $104,509+371.4% | $159,495+208.9% | $79,395+520.5% |
| Participation rate | 97.4% | 76.6%+20.7pp | 82.8%+14.5pp | 70.7%+26.6pp |
| Annual return | 12.92% | 67.99%-55.1pp | 263.72%-250.8pp | 116.90%-104.0pp |
| Employer contribution / active EE | $15,375 | $3,417+349.9% | $4,831+218.2% | $2,428+533.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $106 | $711-85.1% | $10,804-99.0% | $626-83.1% |