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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $26,550 |
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 | $65,100 | $101,672-36.0% | $147,117-55.7% | $74,478-12.6% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 12.66% | 8757.83%-8745.2pp | 420.54%-407.9pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $7,150 | $3,813+87.5% | $4,932+45.0% | $2,626+172.2% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $81 | $1,753-95.4% | $12,993-99.4% | $1,946-95.8% |