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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $31,792 |
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 | $397,156 | $91,439+334.3% | $135,974+192.1% | $71,511+455.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.65% | 29.90%-9.2pp | 68.30%-47.7pp | 28.86%-8.2pp |
| Employer contribution / active EE | $15,791 | $3,705+326.2% | $4,859+225.0% | $2,589+509.9% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $105 | $1,267-91.7% | $10,767-99.0% | $1,588-93.4% |