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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,125 |
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 | $95,735 | $121,341-21.1% | $189,537-49.5% | $79,391+20.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 9.81% | 21.08%-11.3pp | 555.34%-545.5pp | 116.88%-107.1pp |
| Employer contribution / active EE | $1,872 | $3,915-52.2% | $6,161-69.6% | $2,428-22.9% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $89 | $651-86.3% | $12,048-99.3% | $627-85.7% |