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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,579 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $22,263 |
Participant contribution per participant 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 | $87,038 | $121,341-28.3% | $189,537-54.1% | $79,391+9.6% |
| Participation rate | 89.8% | 86.1%+3.7pp | 87.8%+2.0pp | 70.7%+19.1pp |
| Annual return | 13.63% | 21.08%-7.4pp | 555.34%-541.7pp | 116.88%-103.2pp |
| Employer contribution / active EE | $2,110 | $3,915-46.1% | $6,161-65.8% | $2,428-13.1% |
| Participant deferral / active EE | $3,499 | $6,395-45.3% | $8,220-57.4% | $4,046-13.5% |
| Admin fee / account holder | $184 | $651-71.8% | $12,048-98.5% | $627-70.7% |