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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $46,304 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,207 | $52,293-34.6% | $178,498-80.8% | $73,412-53.4% |
| Participation rate | 93.6% | 65.3%+28.3pp | 81.9%+11.7pp | 72.2%+21.5pp |
| Annual return | 2.84% | 34.75%-31.9pp | 151.09%-148.3pp | 59.30%-56.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,371 | $2,332+1.7% | $5,202-54.4% | $3,806-37.7% |
| Admin fee / account holder | $113 | $127-11.6% | $13,985-99.2% | $158-28.7% |