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| Provider | Service type | Compensation |
|---|---|---|
AVINTUS1+ years Service code 15 · EIN 04-3682160 | Recordkeeping | $3,348 |
Annual investment return 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 | $13,093 | $68,408-80.9% | $57,196-77.1% | $57,658-77.3% |
| Participation rate | 98.5% | 79.1%+19.4pp | 75.3%+23.2pp | 70.2%+28.3pp |
| Annual return | 0.40% | 8.51%-8.1pp | 14.59%-14.2pp | 5.13%-4.7pp |
| Employer contribution / active EE | $1,352 | $2,869-52.9% | $2,683-49.6% | $1,974-31.5% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $11 | $70-84.4% | $3,141-99.7% | $95-88.5% |