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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,030 |
Employer contribution per participant 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 | $31,789 | $61,166-48.0% | $185,849-82.9% | $79,391-60.0% |
| Participation rate | 87.6% | 66.6%+21.0pp | 81.7%+5.9pp | 70.7%+16.9pp |
| Annual return | 12.39% | 19.45%-7.1pp | 122.10%-109.7pp | 116.88%-104.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,646 | $2,789-5.1% | $5,569-52.5% | $4,046-34.6% |
| Admin fee / account holder | $19 | $710-97.4% | $16,244-99.9% | $627-97.0% |