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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,207 |
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 | $61,767 | $91,439-32.5% | $135,974-54.6% | $71,511-13.6% |
| Participation rate | 81.7% | 75.7%+6.1pp | 81.9%-0.2pp | 67.9%+13.8pp |
| Annual return | 17.14% | 29.90%-12.8pp | 68.30%-51.2pp | 28.86%-11.7pp |
| Employer contribution / active EE | $6,664 | $3,705+79.9% | $4,859+37.1% | $2,589+157.4% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $102 | $1,267-92.0% | $10,767-99.1% | $1,588-93.6% |