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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,115 |
Participant contribution per participant 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 | $30,587 | $46,332-34.0% | $143,799-78.7% | $64,819-52.8% |
| Participation rate | 86.6% | 64.2%+22.3pp | 80.3%+6.3pp | 71.5%+15.1pp |
| Annual return | -13.61% | -10.05%-3.6pp | -0.04%-13.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $2,019 | $1,911+5.7% | $4,952-59.2% | $2,507-19.4% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $12 | $154-92.0% | $14,677-99.9% | $188-93.5% |