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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $514 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,154 | $63,924-57.5% | $108,582-75.0% | $55,167-50.8% |
| Participation rate | 83.9% | 74.3%+9.6pp | 79.6%+4.3pp | 69.0%+14.9pp |
| Annual return | 10.20% | 15.31%-5.1pp | -51.70%+61.9pp | 169.23%-159.0pp |
| Employer contribution / active EE | $2,274 | $1,879+21.0% | $3,758-39.5% | $1,963+15.9% |
| Participant deferral / active EE | $3,710 | $3,067+21.0% | $4,311-13.9% | $3,054+21.5% |
| Admin fee / account holder | $3 | $618-99.5% | $7,645-100.0% | $504-99.4% |