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| Provider | Service type | Compensation |
|---|---|---|
SCJ FIDUCIARY SERVICES2 years Service code 24 · EIN 83-1749176 | Discretionary Trustee | $27,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,216 | $101,653-84.0% | $147,080-89.0% | $74,459-78.2% |
| Participation rate | 99.5% | 75.6%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | -94.12% | 8754.98%-8849.1pp | 420.17%-514.3pp | 1369.70%-1463.8pp |
| Employer contribution / active EE | $17,898 | $3,813+369.4% | $4,933+262.8% | $2,626+581.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $111 | $1,752-93.7% | $12,989-99.1% | $1,945-94.3% |