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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,560 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,309 | $65,125-76.5% | $143,797-89.4% | $66,949-77.1% |
| Participation rate | 95.3% | 65.2%+30.1pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -19.12% | -11.13%-8.0pp | -0.04%-19.1pp | 1.57%-20.7pp |
| Employer contribution / active EE | $735 | $2,362-68.9% | $4,952-85.2% | $2,545-71.1% |
| Participant deferral / active EE | $1,283 | $2,920-56.1% | $5,638-77.2% | $4,239-69.7% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |