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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $495 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,294 | $103,685-80.4% | $105,387-80.7% | $65,185-68.9% |
| Participation rate | 99.2% | 83.2%+16.0pp | 82.6%+16.6pp | 70.2%+29.0pp |
| Annual return | 18.42% | 23.88%-5.5pp | 26.82%-8.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $4,771 | $3,842+24.2% | $4,213+13.2% | $2,177+119.2% |
| Participant deferral / active EE | $0 | $5,634-100.0% | $5,502-100.0% | $3,514-100.0% |
| Admin fee / account holder | $11 | $399-97.3% | $6,559-99.8% | $847-98.7% |