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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,474 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,837 | $101,955-79.6% | $112,899-81.5% | $71,495-70.9% |
| Participation rate | 82.6% | 82.1%+0.5pp | 80.5%+2.1pp | 67.9%+14.6pp |
| Annual return | 11.91% | 28.92%-17.0pp | 34.11%-22.2pp | 28.85%-16.9pp |
| Employer contribution / active EE | $2,967 | $4,743-37.5% | $4,566-35.0% | $2,589+14.6% |
| Participant deferral / active EE | $0 | $6,771-100.0% | $6,516-100.0% | $4,291-100.0% |
| Admin fee / account holder | $179 | $1,395-87.2% | $7,047-97.5% | $1,588-88.8% |