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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 72-1396518 | Recordkeeping | $2,280 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,545 | $81,537-96.9% | $149,721-98.3% | $69,631-96.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 19.13% | 22.79%-3.7pp | 1501.67%-1482.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,444-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $7 | $107-93.9% | $11,282-99.9% | $110-94.1% |