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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $45,292 |
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 | $8,535 | $74,347-88.5% | $93,621-90.9% | $67,584-87.4% |
| Participation rate | 99.9% | 80.6%+19.2pp | 75.8%+24.0pp | 71.3%+28.6pp |
| Annual return | 32.77% | 28.07%+4.7pp | 32.76%0pp | 378.59%-345.8pp |
| Employer contribution / active EE | $4,225 | $2,583+63.6% | $2,719+55.4% | $2,148+96.7% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,540-100.0% |
| Admin fee / account holder | $63 | $123-48.7% | $7,890-99.2% | $142-55.8% |