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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 | $122,042-11.4% | $184,243-41.3% | $74,429+45.3% |
| Participation rate | 97.4% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 8.88% | 19.91%-11.0pp | 28.82%-19.9pp | 1368.38%-1359.5pp |
| Employer contribution / active EE | $2,002 | $4,538-55.9% | $6,427-68.9% | $2,625-23.7% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $110 | $1,252-91.2% | $13,914-99.2% | $1,944-94.4% |