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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,999 |
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 | $66,049 | $61,272+7.8% | $149,673-55.9% | $71,457-7.6% |
| Participation rate | 79.6% | 62.5%+17.1pp | 78.8%+0.8pp | 67.9%+11.7pp |
| Annual return | 11.06% | 35.85%-24.8pp | 134.42%-123.4pp | 28.85%-17.8pp |
| Employer contribution / active EE | $2,477 | $2,378+4.2% | $4,818-48.6% | $2,588-4.3% |
| Participant deferral / active EE | $4,602 | $2,917+57.8% | $5,680-19.0% | $4,289+7.3% |
| Admin fee / account holder | $109 | $1,261-91.3% | $13,210-99.2% | $1,587-93.1% |