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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-5674085 | Custodial (other than securities); Sh... | $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 | $24,667 | $69,305-64.4% | $82,313-70.0% | $69,631-64.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | -0.32% | 21.47%-21.8pp | 25.88%-26.2pp | 27571.02%-27571.3pp |
| Employer contribution / active EE | $3,150 | $1,887+67.0% | $2,428+29.7% | $2,032+55.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-99.5% | $5,608-100.0% | $110-99.6% |