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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24,944 |
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 | $66,640 | $101,672-34.5% | $147,117-54.7% | $74,478-10.5% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 11.87% | 8757.83%-8746.0pp | 420.54%-408.7pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $6,854 | $3,813+79.7% | $4,932+38.9% | $2,626+161.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $78 | $1,753-95.5% | $12,993-99.4% | $1,946-96.0% |