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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,964 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $97,044 | $53,837+80.3% | $75,714+28.2% | $85,847+13.0% |
| Participation rate | 77.1% | 69.1%+8.1pp | 74.8%+2.3pp | 69.3%+7.8pp |
| Annual return | 10.27% | 24.54%-14.3pp | 104.62%-94.3pp | 318.61%-308.3pp |
| Employer contribution / active EE | $3,224 | $2,017+59.8% | $2,744+17.5% | $2,565+25.7% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6 | $3,339-99.8% | $3,619-99.8% | $6,261-99.9% |