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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,051 |
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 | $31,865 | $65,061-51.0% | $143,757-77.8% | $66,914-52.4% |
| Participation rate | 72.2% | 65.2%+7.0pp | 80.3%-8.1pp | 69.8%+2.4pp |
| Annual return | -20.80% | -11.14%-9.7pp | -0.04%-20.8pp | 1.58%-22.4pp |
| Employer contribution / active EE | $1,148 | $2,361-51.4% | $4,951-76.8% | $2,544-54.9% |
| Participant deferral / active EE | $2,490 | $2,919-14.7% | $5,637-55.8% | $4,237-41.2% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.2% |