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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $28,511 |
Service code 99 · EIN 26-4766975 | Other Fees | $17,088 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,685 | $47,977-75.6% | $154,111-92.4% | $56,287-79.2% |
| Participation rate | 81.9% | 66.2%+15.7pp | 83.0%-1.2pp | 69.9%+12.0pp |
| Annual return | -5.89% | 3.54%-9.4pp | 735.18%-741.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $585 | $2,169-73.0% | $5,298-89.0% | $2,111-72.3% |
| Participant deferral / active EE | $1,742 | $2,392-27.2% | $5,081-65.7% | $3,350-48.0% |
| Admin fee / account holder | $99 | $438-77.5% | $13,411-99.3% | $521-81.1% |