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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 | $101,539-35.9% | $147,041-55.7% | $74,400-12.5% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 12.66% | 8740.84%-8728.2pp | 419.21%-406.5pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $7,150 | $3,811+87.6% | $4,935+44.9% | $2,624+172.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $81 | $1,749-95.4% | $13,006-99.4% | $1,944-95.8% |