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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,450 |
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 | $44,460 | $46,072-3.5% | $69,779-36.3% | $55,167-19.4% |
| Participation rate | 96.4% | 67.5%+28.9pp | 71.8%+24.6pp | 69.0%+27.4pp |
| Annual return | 4.49% | 8.68%-4.2pp | 12.99%-8.5pp | 169.23%-164.7pp |
| Employer contribution / active EE | $1,173 | $1,500-21.8% | $2,338-49.8% | $1,963-40.2% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $15 | $428-96.6% | $4,381-99.7% | $504-97.1% |