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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $55,105 |
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 | $49,824 | $65,083-23.4% | $143,788-65.3% | $66,930-25.6% |
| Participation rate | 93.7% | 65.2%+28.5pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | -18.05% | -11.13%-6.9pp | -0.03%-18.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $2,419 | $2,361+2.5% | $4,952-51.1% | $2,545-4.9% |
| Participant deferral / active EE | $4,428 | $2,920+51.6% | $5,638-21.5% | $4,238+4.5% |
| Admin fee / account holder | $4 | $502-99.3% | $14,675-100.0% | $593-99.4% |