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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,018 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,472 | $88,324-76.8% | $115,038-82.2% | $55,191-62.9% |
| Participation rate | 93.4% | 72.5%+20.8pp | 81.4%+12.0pp | 69.2%+24.2pp |
| Annual return | -0.01% | 6.30%-6.3pp | 26.14%-26.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,952 | $2,805-30.4% | $4,608-57.6% | $1,899+2.8% |
| Participant deferral / active EE | $2,918 | $5,042-42.1% | $6,026-51.6% | $3,046-4.2% |
| Admin fee / account holder | $49 | $105-53.1% | $8,175-99.4% | $91-45.6% |