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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,102 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,230 | $55,415-67.1% | $155,509-88.3% | $74,495-75.5% |
| Participation rate | 78.0% | 61.9%+16.1pp | 78.2%-0.2pp | 67.2%+10.8pp |
| Annual return | 7.14% | 268.50%-261.4pp | 64.67%-57.5pp | 1364.94%-1357.8pp |
| Employer contribution / active EE | $372 | $2,267-83.6% | $4,672-92.0% | $2,623-85.8% |
| Participant deferral / active EE | $1,147 | $2,836-59.5% | $5,626-79.6% | $4,346-73.6% |
| Admin fee / account holder | $18 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |