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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,901 |
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 | $106,721 | $45,082+136.7% | $69,464+53.6% | $72,975+46.2% |
| Participation rate | 96.4% | 68.5%+27.9pp | 74.6%+21.8pp | 69.5%+26.9pp |
| Annual return | 4.80% | 22.66%-17.9pp | 28.98%-24.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | $11,033 | $2,055+436.8% | $2,779+297.0% | $2,440+352.1% |
| Participant deferral / active EE | $4,152 | $2,604+59.5% | $3,536+17.4% | $3,608+15.1% |
| Admin fee / account holder | $7 | $3,057-99.8% | $3,840-99.8% | $5,124-99.9% |