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| Provider | Service type | Compensation |
|---|---|---|
PB&H1 year Service code 15 · EIN 74-1130599 | Recordkeeping | $7,395 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $154,703 | $78,419+97.3% | $133,978+15.5% | $73,412+110.7% |
| Participation rate | 99.1% | 78.6%+20.5pp | 79.8%+19.3pp | 72.2%+26.9pp |
| Annual return | 4.70% | 33.35%-28.6pp | 45.10%-40.4pp | 59.30%-54.6pp |
| Employer contribution / active EE | $4,141 | $2,044+102.6% | $3,919+5.7% | $2,234+85.4% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $14 | $161-91.0% | $8,930-99.8% | $158-90.8% |