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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,019 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $22,755 |
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 | $74,104 | $130,294-43.1% | $170,043-56.4% | $71,511+3.6% |
| Participation rate | 83.7% | 86.2%-2.4pp | 87.0%-3.3pp | 67.9%+15.8pp |
| Annual return | 13.29% | 20.36%-7.1pp | 53.40%-40.1pp | 28.86%-15.6pp |
| Employer contribution / active EE | $2,210 | $4,385-49.6% | $6,790-67.5% | $2,589-14.7% |
| Participant deferral / active EE | $3,953 | $6,928-42.9% | $10,410-62.0% | $4,291-7.9% |
| Admin fee / account holder | $182 | $966-81.2% | $12,824-98.6% | $1,588-88.6% |