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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,630 |
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 | $60,136 | $104,336-42.4% | $159,495-62.3% | $86,828-30.7% |
| Participation rate | 79.6% | 77.7%+1.9pp | 82.8%-3.2pp | 72.3%+7.3pp |
| Annual return | 12.05% | 26.32%-14.3pp | 263.72%-251.7pp | 97.95%-85.9pp |
| Employer contribution / active EE | $5,026 | $3,451+45.6% | $4,831+4.0% | $2,406+108.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $104 | $172-39.9% | $10,804-99.0% | $170-38.9% |