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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,751 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,203 | $99,016-81.6% | $93,759-80.6% | $66,938-72.8% |
| Participation rate | 76.9% | 82.1%-5.2pp | 81.0%-4.1pp | 69.8%+7.1pp |
| Annual return | -16.51% | -14.59%-1.9pp | -11.33%-5.2pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,446 | $4,769-6.8% | $4,324+2.8% | $2,545+74.7% |
| Participant deferral / active EE | $0 | $6,689-100.0% | $6,096-100.0% | $4,238-100.0% |
| Admin fee / account holder | $169 | $477-64.7% | $7,197-97.7% | $594-71.6% |