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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $80,170 |
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 | $13,822 | $114,195-87.9% | $106,554-87.0% | $93,010-85.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.1%+23.9pp | 73.9%+26.1pp |
| Annual return | 17.34% | 22.18%-4.8pp | 26.80%-9.5pp | 158.70%-141.4pp |
| Employer contribution / active EE | $4,127 | $4,009+2.9% | $2,819+46.4% | $2,705+52.5% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,561-100.0% |
| Admin fee / account holder | $66 | $105-36.6% | $7,408-99.1% | $152-56.2% |