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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $8,769 |
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 | $70,780 | $58,292+21.4% | $86,640-18.3% | $71,511-1.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 5.83% | 21.63%-15.8pp | 592.52%-586.7pp | 28.86%-23.0pp |
| Employer contribution / active EE | $8,094 | $2,574+214.4% | $3,024+167.6% | $2,589+212.6% |
| Participant deferral / active EE | $8,058 | $3,438+134.4% | $4,438+81.6% | $4,291+87.8% |
| Admin fee / account holder | $59 | $1,057-94.4% | $5,616-99.0% | $1,588-96.3% |