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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $27,877 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,014 | $63,314-25.7% | $91,004-48.3% | $62,293-24.5% |
| Participation rate | 94.6% | 73.3%+21.2pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 13.29% | 21.00%-7.7pp | 4.60%+8.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,426 | $1,807-21.1% | $2,456-41.9% | $2,042-30.2% |
| Participant deferral / active EE | $3,672 | $2,944+24.7% | $3,548+3.5% | $3,169+15.9% |
| Admin fee / account holder | $203 | $468-56.5% | $5,417-96.2% | $479-57.5% |