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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,199 |
Participant contribution per participant 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 | $66,718 | $46,534+43.4% | $64,097+4.1% | $75,177-11.3% |
| Participation rate | 78.5% | 65.9%+12.5pp | 72.3%+6.1pp | 67.2%+11.3pp |
| Annual return | 12.80% | 26.07%-13.3pp | 33.75%-20.9pp | 160.75%-148.0pp |
| Employer contribution / active EE | $3,580 | $1,976+81.2% | $2,750+30.2% | $2,671+34.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |