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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 80-0138348 | Recordkeeping | $11,703 |
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 | $11,870 | $47,977-75.3% | $154,111-92.3% | $56,287-78.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.59% | 3.54%-7.1pp | 735.18%-738.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,140 | $2,169+90.9% | $5,298-21.8% | $2,111+96.1% |
| Participant deferral / active EE | $21 | $2,392-99.1% | $5,081-99.6% | $3,350-99.4% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |