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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | -$39,765 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,116 | $62,324+46.2% | $68,509+33.0% | $55,191+65.1% |
| Participation rate | 90.7% | 78.9%+11.8pp | 74.7%+16.0pp | 69.2%+21.5pp |
| Annual return | -9.82% | 4.26%-14.1pp | 8.27%-18.1pp | 10.78%-20.6pp |
| Employer contribution / active EE | $8,867 | $2,223+298.9% | $2,278+289.3% | $1,899+367.0% |
| Participant deferral / active EE | $12,556 | $3,425+266.6% | $3,382+271.2% | $3,046+312.2% |
| Admin fee / account holder | -$24 | $91-126.3% | $5,275-100.5% | $91-126.5% |