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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 | $116,081-0.1% | $156,181-25.8% | $79,634+45.5% |
| Participation rate | 98.5% | 75.6%+23.0pp | 78.8%+19.7pp | 62.5%+36.0pp |
| Annual return | -3.48% | 15.89%-19.4pp | 64.87%-68.4pp | 36.46%-39.9pp |
| Employer contribution / active EE | $2,038 | $2,828-27.9% | $4,294-52.5% | $2,529-19.4% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $17 | $854-98.0% | $14,586-99.9% | $1,002-98.3% |