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| Provider | Service type | Compensation |
|---|---|---|
AVINTUS4+ years Service code 15 · EIN 04-3682160 | Recordkeeping | $1,250 |
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 | $12,379 | $95,542-87.0% | $69,483-82.2% | $67,582-81.7% |
| Participation rate | 96.5% | 79.4%+17.1pp | 74.6%+21.9pp | 71.3%+25.2pp |
| Annual return | 4.07% | 17.67%-13.6pp | 28.99%-24.9pp | 378.57%-374.5pp |
| Employer contribution / active EE | $1,262 | $2,989-57.8% | $2,780-54.6% | $2,148-41.3% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $90-96.2% | $3,841-99.9% | $142-97.6% |