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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $900 |
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 | $77,240 | $48,277+60.0% | $63,244+22.1% | $55,191+39.9% |
| Participation rate | 70.8% | 69.4%+1.4pp | 71.0%-0.2pp | 69.2%+1.6pp |
| Annual return | -1.80% | 2.37%-4.2pp | -70.31%+68.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,469 | $1,592-7.7% | $2,322-36.7% | $1,899-22.6% |
| Participant deferral / active EE | $3,261 | $2,432+34.1% | $2,953+10.4% | $3,046+7.0% |
| Admin fee / account holder | $2 | $86-97.4% | $5,893-100.0% | $91-97.5% |