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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $39,849 |
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 | $17,412 | $65,125-73.3% | $143,797-87.9% | $66,949-74.0% |
| Participation rate | 75.4% | 65.2%+10.2pp | 80.3%-4.9pp | 69.8%+5.6pp |
| Annual return | -16.09% | -11.13%-5.0pp | -0.04%-16.0pp | 1.57%-17.7pp |
| Employer contribution / active EE | $957 | $2,362-59.5% | $4,952-80.7% | $2,545-62.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |