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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,427 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,583 | $63,314-72.2% | $91,004-80.7% | $62,293-71.8% |
| Participation rate | 88.1% | 73.3%+14.8pp | 75.6%+12.5pp | 69.5%+18.6pp |
| Annual return | 13.59% | 21.00%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $894 | $1,807-50.6% | $2,456-63.6% | $2,042-56.2% |
| Participant deferral / active EE | $1,344 | $2,944-54.3% | $3,548-62.1% | $3,169-57.6% |
| Admin fee / account holder | $18 | $468-96.2% | $5,417-99.7% | $479-96.3% |