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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 | $55,472-92.3% | $155,567-97.3% | $74,546-94.3% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.8pp | 67.2%+28.8pp |
| Annual return | 0.00% | 268.72%-268.7pp | 64.74%-64.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $2,560 | $2,269+12.8% | $4,674-45.2% | $2,624-2.5% |
| Participant deferral / active EE | $1,672 | $2,838-41.1% | $5,628-70.3% | $4,347-61.5% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,916-99.9% | $1,944-99.5% |