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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $100,291 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,146 | $112,582-79.4% | $105,608-78.1% | $199,921-88.4% |
| Participation rate | 95.5% | 86.3%+9.2pp | 75.3%+20.2pp | 72.0%+23.5pp |
| Annual return | 15.30% | 15.58%-0.3pp | 116.50%-101.2pp | 34.28%-19.0pp |
| Employer contribution / active EE | $4,813 | $4,580+5.1% | $3,167+52.0% | $3,035+58.6% |
| Participant deferral / active EE | $0 | $6,655-100.0% | $5,010-100.0% | $5,089-100.0% |
| Admin fee / account holder | $64 | $107-40.1% | $11,028-99.4% | $269-76.2% |