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| Provider | Service type | Compensation |
|---|---|---|
RKL LLP1 year Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $9,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,296 |
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 | $93,850 | $71,873+30.6% | $86,698+8.2% | $68,490+37.0% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -14.54% | 3.54%-18.1pp | 35.96%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $3,459 | $2,173+59.2% | $2,837+21.9% | $2,597+33.2% |
| Participant deferral / active EE | $1,110 | $3,779-70.6% | $4,656-76.2% | $4,028-72.5% |
| Admin fee / account holder | $147 | $6,110-97.6% | $7,492-98.0% | $5,403-97.3% |