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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $31,495 |
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 | $62,944 | $91,480-31.2% | $135,998-53.7% | $71,535-12.0% |
| Participation rate | 83.9% | 75.7%+8.2pp | 81.9%+1.9pp | 67.9%+15.9pp |
| Annual return | 16.16% | 29.89%-13.7pp | 68.37%-52.2pp | 28.97%-12.8pp |
| Employer contribution / active EE | $6,630 | $3,705+78.9% | $4,860+36.4% | $2,590+156.0% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,761-100.0% | $4,292-100.0% |
| Admin fee / account holder | $103 | $1,267-91.9% | $10,769-99.0% | $1,589-93.5% |