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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,196 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,269 | $55,470-92.3% | $155,556-97.3% | $74,478-94.3% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.7pp | 67.2%+28.7pp |
| Annual return | 0.00% | 269.80%-269.8pp | 64.84%-64.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $2,560 | $2,267+12.9% | $4,675-45.3% | $2,626-2.5% |
| Participant deferral / active EE | $1,672 | $2,838-41.1% | $5,631-70.3% | $4,350-61.6% |
| Admin fee / account holder | $9 | $1,744-99.5% | $15,885-99.9% | $1,946-99.5% |