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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $40,675 | $54,590-25.5% | $81,726-50.2% | $73,497-44.7% |
| Participation rate | 95.3% | 68.3%+27.0pp | 72.0%+23.3pp | 70.7%+24.6pp |
| Annual return | 7.47% | 17.74%-10.3pp | 29.49%-22.0pp | 28.51%-21.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,311-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10 | $592-98.4% | $5,160-99.8% | $513-98.1% |