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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,983 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,455 | $67,411-19.2% | $91,004-40.2% | $70,126-22.3% |
| Participation rate | 90.4% | 71.4%+19.0pp | 75.6%+14.8pp | 69.5%+20.8pp |
| Annual return | 12.17% | -40.16%+52.3pp | 4.60%+7.6pp | 73.15%-61.0pp |
| Employer contribution / active EE | $2,311 | $1,786+29.4% | $2,456-5.9% | $2,343-1.3% |
| Participant deferral / active EE | $4,366 | $2,823+54.7% | $3,548+23.1% | $3,332+31.0% |
| Admin fee / account holder | $21 | $4,236-99.5% | $5,417-99.6% | $4,645-99.5% |