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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,065 |
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 | $350,811 | $84,482+315.2% | $125,363+179.8% | $66,930+424.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -19.23% | -8.49%-10.7pp | 572.15%-591.4pp | 1.57%-20.8pp |
| Employer contribution / active EE | $14,860 | $3,553+318.3% | $4,815+208.6% | $2,545+483.9% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $99 | $685-85.6% | $10,005-99.0% | $593-83.4% |