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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 27-0293282 12276 SAN JOSE BLVD. · JACKSONVILLE, FL 32223 | Recordkeeping | $14,775 |
Service code 15 · EIN 13-3689044 100 MANHATTAN ROAD, SUITE 3 · PURCHASE, NY 10577 | Recordkeeping | $11,182 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,919 | $105,200-77.3% | $159,474-85.0% | $85,847-72.1% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 14.54% | 45.08%-30.5pp | 263.68%-249.1pp | 318.61%-304.1pp |
| Employer contribution / active EE | $3 | $3,319-99.9% | $4,831-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $3,403 | $5,946-42.8% | $7,353-53.7% | $3,952-13.9% |
| Admin fee / account holder | $137 | $6,934-98.0% | $10,802-98.7% | $6,261-97.8% |