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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-5674085 | Distribution (12b-1) fees; Shareholde... | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,168 | $63,905-63.7% | $74,184-68.8% | $57,658-59.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -14.60% | 60.60%-75.2pp | 17.74%-32.3pp | 5.13%-19.7pp |
| Employer contribution / active EE | $3,438 | $1,840+86.8% | $2,370+45.1% | $1,974+74.2% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-99.6% | $5,586-100.0% | $95-99.6% |