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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $28,341 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $43,867 | $83,485-47.5% | $125,195-65.0% | $72,976-39.9% |
| Participation rate | 86.6% | 73.3%+13.3pp | 79.8%+6.8pp | 69.5%+17.1pp |
| Annual return | 3.75% | 25.77%-22.0pp | 43.79%-40.0pp | 81.02%-77.3pp |
| Employer contribution / active EE | $1,446 | $2,346-38.4% | $3,866-62.6% | $2,440-40.8% |
| Participant deferral / active EE | $3,286 | $3,586-8.4% | $4,937-33.5% | $3,608-8.9% |
| Admin fee / account holder | $298 | $5,518-94.6% | $9,704-96.9% | $5,124-94.2% |