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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,980 |
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 | $101,913 | $130,294-21.8% | $170,057-40.1% | $71,529+42.5% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 8.81% | 20.36%-11.6pp | 53.42%-44.6pp | 28.97%-20.2pp |
| Employer contribution / active EE | $1,954 | $4,385-55.4% | $6,790-71.2% | $2,590-24.5% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $129 | $966-86.7% | $12,826-99.0% | $1,588-91.9% |