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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 | $122,239-11.5% | $184,200-41.3% | $74,546+45.1% |
| Participation rate | 97.4% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 8.88% | 19.95%-11.1pp | 28.80%-19.9pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $2,002 | $4,537-55.9% | $6,424-68.8% | $2,624-23.7% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $110 | $1,260-91.3% | $13,907-99.2% | $1,944-94.4% |