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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,836 |
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 | $13,732 | $46,732-70.6% | $156,551-91.2% | $55,167-75.1% |
| Participation rate | 86.7% | 65.8%+20.9pp | 84.0%+2.7pp | 69.0%+17.8pp |
| Annual return | 1.70% | 17.72%-16.0pp | 32.23%-30.5pp | 169.23%-167.5pp |
| Employer contribution / active EE | $795 | $2,105-62.2% | $5,501-85.5% | $1,963-59.5% |
| Participant deferral / active EE | $847 | $2,204-61.6% | $4,871-82.6% | $3,054-72.3% |
| Admin fee / account holder | $13 | $418-96.9% | $13,028-99.9% | $504-97.4% |