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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,453 |
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 | $29,426 | $65,125-54.8% | $143,797-79.5% | $66,949-56.0% |
| Participation rate | 90.1% | 65.2%+24.9pp | 80.3%+9.8pp | 69.8%+20.3pp |
| Annual return | -15.22% | -11.13%-4.1pp | -0.04%-15.2pp | 1.57%-16.8pp |
| Employer contribution / active EE | $2,061 | $2,362-12.8% | $4,952-58.4% | $2,545-19.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $17 | $503-96.6% | $14,679-99.9% | $594-97.1% |