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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 | $55,437-49.4% | $155,534-82.0% | $74,459-62.3% |
| Participation rate | 91.0% | 61.9%+29.1pp | 78.2%+12.8pp | 67.2%+23.8pp |
| Annual return | 9.63% | 269.58%-259.9pp | 64.92%-55.3pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $1,496 | $2,266-34.0% | $4,675-68.0% | $2,626-43.0% |
| Participant deferral / active EE | $2,176 | $2,837-23.3% | $5,630-61.4% | $4,350-50.0% |
| Admin fee / account holder | $193 | $1,742-88.9% | $15,900-98.8% | $1,945-90.1% |