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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-4006400 | Recordkeeping | $4,617 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,927 | $50,919-76.6% | $155,556-92.3% | $77,762-84.7% |
| Participation rate | 72.6% | 63.1%+9.5pp | 78.2%-5.6pp | 70.6%+2.0pp |
| Annual return | 13.53% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $420 | $1,991-78.9% | $4,675-91.0% | $2,728-84.6% |
| Participant deferral / active EE | $1,196 | $2,824-57.6% | $5,631-78.8% | $4,651-74.3% |
| Admin fee / account holder | $14 | $437-96.8% | $15,885-99.9% | $433-96.7% |