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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,915 |
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 | $18,607 | $58,093-68.0% | $80,022-76.7% | $56,289-66.9% |
| Participation rate | 79.2% | 73.6%+5.5pp | 75.8%+3.3pp | 69.9%+9.3pp |
| Annual return | -5.36% | 34.63%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $661 | $1,933-65.8% | $2,468-73.2% | $2,111-68.7% |
| Participant deferral / active EE | $1,464 | $3,136-53.3% | $3,686-60.3% | $3,350-56.3% |
| Admin fee / account holder | $40 | $623-93.5% | $6,521-99.4% | $521-92.2% |