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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,117 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,955 | $122,042-59.9% | $184,243-73.4% | $74,429-34.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.16% | 19.91%-9.8pp | 28.82%-18.7pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $7,205 | $4,538+58.8% | $6,427+12.1% | $2,625+174.5% |
| Participant deferral / active EE | $3,342 | $7,143-53.2% | $9,132-63.4% | $4,348-23.1% |
| Admin fee / account holder | $180 | $1,252-85.6% | $13,914-98.7% | $1,944-90.7% |