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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,684 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,170 | $122,063-11.4% | $184,256-41.3% | $74,478+45.2% |
| Participation rate | 97.4% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 8.88% | 19.92%-11.0pp | 28.85%-20.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $2,002 | $4,539-55.9% | $6,427-68.9% | $2,626-23.8% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $110 | $1,253-91.2% | $13,899-99.2% | $1,946-94.4% |