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| Provider | Service type | Compensation |
|---|---|---|
AVINTUS3+ years Service code 15 · EIN 04-3682160 | Recordkeeping | $2,643 |
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 | $13,335 | $70,083-81.0% | $59,899-77.7% | $55,725-76.1% |
| Participation rate | 96.7% | 78.4%+18.3pp | 74.7%+22.0pp | 70.9%+25.8pp |
| Annual return | 5.58% | 3.13%+2.5pp | 3.46%+2.1pp | 244.93%-239.3pp |
| Employer contribution / active EE | $1,355 | $2,878-52.9% | $2,723-50.2% | $2,078-34.8% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $8 | $70-88.0% | $3,592-99.8% | $115-92.6% |