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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,727 |
Participant contribution per participant 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 | $217,338 | $91,474+137.6% | $135,982+59.8% | $71,529+203.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.27% | 29.89%-9.6pp | 68.32%-48.1pp | 28.97%-8.7pp |
| Employer contribution / active EE | $15,791 | $3,705+326.2% | $4,859+225.0% | $2,590+509.7% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $104 | $1,267-91.8% | $10,767-99.0% | $1,588-93.4% |