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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $515 |
Annual investment return 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 | $225,743 | $44,714+404.9% | $91,227+147.5% | $66,949+237.2% |
| Participation rate | 74.7% | 65.0%+9.6pp | 73.2%+1.5pp | 69.8%+4.8pp |
| Annual return | -19.33% | -12.25%-7.1pp | 114.14%-133.5pp | 1.57%-20.9pp |
| Employer contribution / active EE | $563 | $1,710-67.1% | $2,851-80.2% | $2,545-77.9% |
| Participant deferral / active EE | $3,864 | $3,355+15.1% | $4,234-8.7% | $4,239-8.9% |
| Admin fee / account holder | $5 | $521-99.1% | $5,423-99.9% | $594-99.2% |