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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,250 |
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 | $104,452 | $50,385+107.3% | $75,501+38.3% | $62,293+67.7% |
| Participation rate | 73.9% | 67.7%+6.2pp | 72.4%+1.5pp | 69.5%+4.4pp |
| Annual return | 12.19% | 19.90%-7.7pp | 27.35%-15.2pp | 28.90%-16.7pp |
| Employer contribution / active EE | $2,055 | $1,537+33.7% | $2,352-12.6% | $2,042+0.6% |
| Participant deferral / active EE | $4,607 | $2,445+88.4% | $3,142+46.6% | $3,169+45.4% |
| Admin fee / account holder | $26 | $384-93.3% | $5,801-99.6% | $479-94.6% |