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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,917 |
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 | $81,015 | $52,467+54.4% | $57,196+41.6% | $55,167+46.9% |
| Participation rate | 89.1% | 75.8%+13.2pp | 75.3%+13.8pp | 69.0%+20.1pp |
| Annual return | -0.32% | 7.72%-8.0pp | 14.59%-14.9pp | 169.23%-169.5pp |
| Employer contribution / active EE | $5,717 | $2,477+130.8% | $2,683+113.1% | $1,963+191.3% |
| Participant deferral / active EE | $1,828 | $2,830-35.4% | $3,096-41.0% | $3,054-40.1% |
| Admin fee / account holder | $11 | $269-95.9% | $3,141-99.6% | $504-97.8% |