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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,061 |
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 | $51,646 | $130,294-60.4% | $170,043-69.6% | $71,511-27.8% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 2.57% | 20.36%-17.8pp | 53.40%-50.8pp | 28.86%-26.3pp |
| Employer contribution / active EE | $7,192 | $4,385+64.0% | $6,790+5.9% | $2,589+177.8% |
| Participant deferral / active EE | $3,544 | $6,928-48.8% | $10,410-66.0% | $4,291-17.4% |
| Admin fee / account holder | $136 | $966-85.9% | $12,824-98.9% | $1,588-91.4% |