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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,277 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,658 | $74,089-35.7% | $133,975-64.4% | $55,167-13.6% |
| Participation rate | 91.4% | 84.3%+7.1pp | 87.1%+4.3pp | 69.0%+22.4pp |
| Annual return | 6.58% | 12.11%-5.5pp | 29.29%-22.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,750 | $3,064-42.9% | $5,211-66.4% | $1,963-10.8% |
| Participant deferral / active EE | $2,795 | $4,678-40.3% | $6,282-55.5% | $3,054-8.5% |
| Admin fee / account holder | $16 | $458-96.4% | $9,324-99.8% | $504-96.7% |