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| Provider | Service type | Compensation |
|---|---|---|
PB&H6 years Service code 15 · EIN 74-1130599 | Recordkeeping | $12,225 |
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 | $115,908 | $148,584-22.0% | $216,567-46.5% | $69,255+67.4% |
| Participation rate | 98.5% | 77.0%+21.5pp | 81.6%+16.9pp | 69.0%+29.5pp |
| Annual return | -3.48% | 8.62%-12.1pp | 12.94%-16.4pp | 26.73%-30.2pp |
| Employer contribution / active EE | $2,038 | $3,404-40.1% | $5,216-60.9% | $2,645-23.0% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $6,191-100.0% | $2,890-100.0% |
| Admin fee / account holder | $17 | $791-97.9% | $21,981-99.9% | $733-97.7% |