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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,177 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,571 | $84,499-76.8% | $125,391-84.4% | $66,949-70.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.70% | -8.49%-6.2pp | 572.41%-587.1pp | 1.57%-16.3pp |
| Employer contribution / active EE | $2,253 | $3,554-36.6% | $4,816-53.2% | $2,545-11.5% |
| Participant deferral / active EE | $1,745 | $6,785-74.3% | $7,448-76.6% | $4,239-58.8% |
| Admin fee / account holder | $193 | $685-71.8% | $10,009-98.1% | $594-67.4% |