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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-4006400 | Recordkeeping | $5,522 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,846 | $65,125-80.3% | $143,797-91.1% | $66,949-80.8% |
| Participation rate | 79.2% | 65.2%+14.0pp | 80.3%-1.1pp | 69.8%+9.4pp |
| Annual return | -7.25% | -11.13%+3.9pp | -0.04%-7.2pp | 1.57%-8.8pp |
| Employer contribution / active EE | $402 | $2,362-83.0% | $4,952-91.9% | $2,545-84.2% |
| Participant deferral / active EE | $1,274 | $2,920-56.4% | $5,638-77.4% | $4,239-70.0% |
| Admin fee / account holder | $13 | $503-97.4% | $14,679-99.9% | $594-97.8% |