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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,020 |
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 | $28,848 | $46,360-37.8% | $147,617-80.5% | $52,331-44.9% |
| Participation rate | 70.6% | 64.9%+5.6pp | 84.6%-14.0pp | 68.1%+2.5pp |
| Annual return | -2.13% | 1.62%-3.7pp | 61.98%-64.1pp | 4.54%-6.7pp |
| Employer contribution / active EE | $373 | $2,126-82.4% | $5,564-93.3% | $1,882-80.2% |
| Participant deferral / active EE | $1,360 | $2,258-39.8% | $4,895-72.2% | $3,022-55.0% |
| Admin fee / account holder | $10 | $766-98.7% | $11,612-99.9% | $592-98.4% |