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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $20,860 |
Service code 27 · EIN 39-1794957 | Advisory (Plan) | $11,765 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,536 | $73,638-59.9% | $95,964-69.2% | $73,497-59.8% |
| Participation rate | 82.1% | 76.2%+6.0pp | 77.1%+5.0pp | 70.7%+11.4pp |
| Annual return | 21.51% | 16.78%+4.7pp | 91.64%-70.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $710 | $1,863-61.9% | $2,541-72.1% | $2,270-68.7% |
| Participant deferral / active EE | $2,272 | $3,617-37.2% | $4,167-45.5% | $3,740-39.2% |
| Admin fee / account holder | $168 | $482-65.1% | $6,797-97.5% | $513-67.2% |