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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,063 |
Participant contribution per participant 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 | $52,603 | $102,661-48.8% | $151,639-65.3% | $66,938-21.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 0.59% | -10.81%+11.4pp | 3.34%-2.7pp | 1.58%-1.0pp |
| Employer contribution / active EE | $7,008 | $4,184+67.5% | $6,165+13.7% | $2,545+175.4% |
| Participant deferral / active EE | $3,105 | $6,645-53.3% | $8,363-62.9% | $4,238-26.7% |
| Admin fee / account holder | $74 | $630-88.3% | $11,613-99.4% | $594-87.5% |