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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 | $91,480+334.1% | $135,998+192.0% | $71,535+455.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.65% | 29.89%-9.2pp | 68.37%-47.7pp | 28.97%-8.3pp |
| Employer contribution / active EE | $15,791 | $3,705+326.2% | $4,860+224.9% | $2,590+509.7% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,761-100.0% | $4,292-100.0% |
| Admin fee / account holder | $105 | $1,267-91.7% | $10,769-99.0% | $1,589-93.4% |