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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $30,150 |
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 | $3,266 | $27,800-88.3% | $58,561-94.4% | $71,511-95.4% |
| Participation rate | 99.2% | 34.6%+64.6pp | 50.9%+48.3pp | 67.9%+31.2pp |
| Annual return | 20.23% | 26.80%-6.6pp | 4251.33%-4231.1pp | 28.86%-8.6pp |
| Employer contribution / active EE | $826 | $632+30.8% | $1,053-21.6% | $2,589-68.1% |
| Participant deferral / active EE | $866 | $1,208-28.3% | $1,923-55.0% | $4,291-79.8% |
| Admin fee / account holder | $127 | $1,637-92.3% | $2,520-95.0% | $1,588-92.0% |