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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,197 |
Participant 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 | $49,427 | $61,172-19.2% | $185,851-73.4% | $79,389-37.7% |
| Participation rate | 82.7% | 66.6%+16.1pp | 81.7%+1.0pp | 70.7%+12.0pp |
| Annual return | 12.24% | 19.45%-7.2pp | 122.11%-109.9pp | 116.89%-104.7pp |
| Employer contribution / active EE | $1,500 | $2,321-35.4% | $5,168-71.0% | $2,428-38.2% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $25 | $710-96.5% | $16,245-99.8% | $626-96.0% |