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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,946 |
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 | $26,570 | $65,125-59.2% | $143,797-81.5% | $66,949-60.3% |
| Participation rate | 90.8% | 65.2%+25.6pp | 80.3%+10.4pp | 69.8%+20.9pp |
| Annual return | -15.32% | -11.13%-4.2pp | -0.04%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,962 | $2,920+1.4% | $5,638-47.5% | $4,239-30.1% |
| Admin fee / account holder | $19 | $503-96.3% | $14,679-99.9% | $594-96.9% |