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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $4,650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,301 | $77,638-90.6% | $156,551-95.3% | $62,881-88.4% |
| Participation rate | 93.2% | 71.2%+22.0pp | 84.0%+9.2pp | 69.3%+23.9pp |
| Annual return | 5.68% | 50.33%-44.6pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,849 | $3,444-46.3% | $5,501-66.4% | $2,281-18.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $52 | $5,561-99.1% | $13,028-99.6% | $4,296-98.8% |