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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $28,950 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,723 | $84,499+116.2% | $125,391+45.7% | $66,949+172.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.96% | -8.49%-10.5pp | 572.41%-591.4pp | 1.57%-20.5pp |
| Employer contribution / active EE | $14,889 | $3,554+319.0% | $4,816+209.2% | $2,545+484.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $98 | $685-85.7% | $10,009-99.0% | $594-83.5% |