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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $72,345 |
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 | $54,113 | $49,249+9.9% | $70,476-23.2% | $79,852-32.2% |
| Participation rate | 98.7% | 69.2%+29.6pp | 75.1%+23.7pp | 69.6%+29.1pp |
| Annual return | 2.85% | 30.09%-27.2pp | 109.12%-106.3pp | 31.72%-28.9pp |
| Employer contribution / active EE | $11,816 | $2,100+462.6% | $2,738+331.6% | $2,471+378.2% |
| Participant deferral / active EE | $4,383 | $2,769+58.3% | $3,710+18.1% | $3,740+17.2% |
| Admin fee / account holder | $3 | $2,878-99.9% | $3,847-99.9% | $5,306-99.9% |