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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,461 |
Service code 27 · EIN 39-1794957 | Advisory (Plan) | $22,119 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,405 | $65,453-56.6% | $86,698-67.2% | $66,938-57.6% |
| Participation rate | 73.7% | 75.5%-1.8pp | 76.6%-2.9pp | 69.8%+3.8pp |
| Annual return | -18.06% | -10.89%-7.2pp | 35.95%-54.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $739 | $2,154-65.7% | $2,837-73.9% | $2,545-71.0% |
| Participant deferral / active EE | $2,742 | $4,102-33.1% | $4,656-41.1% | $4,238-35.3% |
| Admin fee / account holder | $220 | $642-65.7% | $7,493-97.1% | $594-62.9% |