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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,616 | $69,305-71.7% | $82,312-76.2% | $69,631-71.8% |
| Participation rate | 88.3% | 80.3%+8.0pp | 76.9%+11.4pp | 70.7%+17.6pp |
| Annual return | 17.94% | 21.47%-3.5pp | 25.88%-7.9pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $595 | $1,887-68.5% | $2,428-75.5% | $2,032-70.7% |
| Participant deferral / active EE | $1,616 | $3,568-54.7% | $3,706-56.4% | $3,224-49.9% |
| Admin fee / account holder | $81 | $97-16.4% | $5,608-98.6% | $110-26.5% |