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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,998 | $104,475-61.7% | $159,436-74.9% | $79,386-49.6% |
| Participation rate | 94.4% | 76.6%+17.8pp | 82.8%+11.6pp | 70.7%+23.7pp |
| Annual return | -1.16% | 67.95%-69.1pp | 263.57%-264.7pp | 116.85%-118.0pp |
| Employer contribution / active EE | $1,845 | $3,417-46.0% | $4,829-61.8% | $2,427-24.0% |
| Participant deferral / active EE | $3,932 | $6,467-39.2% | $7,352-46.5% | $4,046-2.8% |
| Admin fee / account holder | $10 | $711-98.6% | $10,799-99.9% | $626-98.4% |