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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $683 |
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 | $52,276 | $121,341-56.9% | $189,520-72.4% | $79,393-34.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 6.13% | 21.08%-15.0pp | 555.25%-549.1pp | 116.87%-110.7pp |
| Employer contribution / active EE | $7,216 | $3,915+84.3% | $6,161+17.1% | $2,428+197.2% |
| Participant deferral / active EE | $3,062 | $6,395-52.1% | $8,220-62.8% | $4,046-24.3% |
| Admin fee / account holder | $42 | $651-93.6% | $12,046-99.7% | $627-93.3% |