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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $8,927 | $47,648-81.3% | $130,660-93.2% | $67,579-86.8% |
| Participation rate | 72.1% | 60.4%+11.7pp | 71.7%+0.3pp | 71.3%+0.8pp |
| Annual return | 21.33% | 25.73%-4.4pp | 1709.29%-1688.0pp | 378.56%-357.2pp |
| Employer contribution / active EE | $457 | $1,408-67.5% | $4,092-88.8% | $2,148-78.7% |
| Participant deferral / active EE | $859 | $2,616-67.2% | $3,603-76.2% | $3,539-75.7% |
| Admin fee / account holder | $20 | $105-80.8% | $5,463-99.6% | $142-85.8% |