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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.3+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $7,002 |
FGMK, LLC3+ years Service code 10 · EIN 36-2929601 | Accounting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,865 | $51,466-40.0% | $78,778-60.8% | $62,293-50.5% |
| Participation rate | 76.3% | 59.8%+16.5pp | 69.2%+7.1pp | 69.5%+6.8pp |
| Annual return | 12.29% | 19.96%-7.7pp | 35.62%-23.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,896 | $827+129.2% | $1,986-4.5% | $2,042-7.2% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $53 | $489-89.2% | $5,134-99.0% | $479-89.0% |