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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $29,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,073 | $55,446-49.4% | $155,574-82.0% | $74,429-62.3% |
| Participation rate | 91.0% | 61.9%+29.1pp | 78.2%+12.8pp | 67.2%+23.8pp |
| Annual return | 9.63% | 269.20%-259.6pp | 64.87%-55.2pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $1,496 | $2,266-34.0% | $4,676-68.0% | $2,625-43.0% |
| Participant deferral / active EE | $2,176 | $2,836-23.3% | $5,629-61.3% | $4,348-50.0% |
| Admin fee / account holder | $193 | $1,743-88.9% | $15,914-98.8% | $1,944-90.1% |