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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 72-1396518 | Recordkeeping | $2,170 |
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 | $2,006 | $88,515-97.7% | $162,185-98.8% | $67,582-97.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 22.33% | 27.04%-4.7pp | 115.61%-93.3pp | 378.57%-356.2pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,613-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $6 | $124-95.2% | $10,844-99.9% | $142-95.9% |