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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,945 |
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 | $32,181 | $61,391-47.6% | $149,723-78.5% | $71,529-55.0% |
| Participation rate | 90.8% | 62.5%+28.2pp | 78.8%+12.0pp | 67.9%+22.8pp |
| Annual return | 15.30% | 35.88%-20.6pp | 134.50%-119.2pp | 28.97%-13.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,199 | $2,921+9.5% | $5,682-43.7% | $4,291-25.4% |
| Admin fee / account holder | $26 | $1,264-98.0% | $13,215-99.8% | $1,588-98.4% |