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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-4006400 | Recordkeeping | $6,645 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,121 | $62,928-85.5% | $172,753-94.7% | $67,582-86.5% |
| Participation rate | 82.4% | 64.5%+18.0pp | 82.6%-0.2pp | 71.3%+11.1pp |
| Annual return | 2.91% | 30.36%-27.4pp | 803.00%-800.1pp | 378.57%-375.7pp |
| Employer contribution / active EE | $335 | $1,636-79.5% | $5,144-93.5% | $2,148-84.4% |
| Participant deferral / active EE | $968 | $2,145-54.9% | $5,198-81.4% | $3,539-72.6% |
| Admin fee / account holder | $22 | $167-86.6% | $13,956-99.8% | $142-84.3% |