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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,032 |
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,750 | $72,620-67.3% | $90,760-73.8% | $66,938-64.5% |
| Participation rate | 74.0% | 73.7%+0.3pp | 75.7%-1.7pp | 69.8%+4.2pp |
| Annual return | -18.41% | -12.28%-6.1pp | -12.16%-6.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,227 | $2,369-48.2% | $2,922-58.0% | $2,545-51.8% |
| Participant deferral / active EE | $2,278 | $3,979-42.7% | $4,565-50.1% | $4,238-46.2% |
| Admin fee / account holder | $31 | $707-95.6% | $8,444-99.6% | $594-94.8% |