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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 56-2375265 | Recordkeeping | $10,880 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,714 | $79,523+30.4% | $140,019-25.9% | $56,287+84.3% |
| Participation rate | 86.9% | 85.7%+1.2pp | 87.5%-0.6pp | 69.9%+17.0pp |
| Annual return | -7.25% | 2.39%-9.6pp | 651.15%-658.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $5,287 | $3,350+57.8% | $5,605-5.7% | $2,111+150.5% |
| Participant deferral / active EE | $11,121 | $5,129+116.8% | $6,927+60.6% | $3,350+232.0% |
| Admin fee / account holder | $85 | $614-86.1% | $10,705-99.2% | $521-83.6% |