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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 | $55,446-92.3% | $155,574-97.3% | $74,429-94.3% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.8pp | 67.2%+28.8pp |
| Annual return | 0.00% | 269.20%-269.2pp | 64.87%-64.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $2,560 | $2,266+12.9% | $4,676-45.3% | $2,625-2.5% |
| Participant deferral / active EE | $1,672 | $2,836-41.0% | $5,629-70.3% | $4,348-61.5% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,914-99.9% | $1,944-99.5% |