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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,188 |
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 | $81,095 | $71,872+12.8% | $86,691-6.5% | $68,495+18.4% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -24.25% | 3.53%-27.8pp | 35.94%-60.2pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,863 | $2,173-14.3% | $2,837-34.3% | $2,596-28.2% |
| Participant deferral / active EE | $6,893 | $3,779+82.4% | $4,656+48.1% | $4,028+71.2% |
| Admin fee / account holder | $9 | $6,112-99.9% | $7,492-99.9% | $5,403-99.8% |