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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,263 | $155,795-51.0% | $136,297-44.0% | $69,631+9.5% |
| Participation rate | 74.6% | 75.2%-0.6pp | 81.9%-7.3pp | 70.7%+3.9pp |
| Annual return | 0.00% | 232464.33%-232464.3pp | 5156.19%-5156.2pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $241 | $5,394-95.5% | $6,247-96.1% | $3,224-92.5% |
| Admin fee / account holder | $10 | $128-92.0% | $9,244-99.9% | $110-90.7% |