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| Provider | Service type | Compensation |
|---|---|---|
PB&H2 years Service code 15 · EIN 74-1130599 | Recordkeeping | $12,704 |
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 | $139,693 | $86,225+62.0% | $146,643-4.7% | $86,821+60.9% |
| Participation rate | 98.9% | 78.0%+21.0pp | 80.1%+18.9pp | 72.3%+26.6pp |
| Annual return | 7.45% | 31.23%-23.8pp | 22.75%-15.3pp | 97.94%-90.5pp |
| Employer contribution / active EE | $4,126 | $2,392+72.5% | $4,137-0.3% | $2,406+71.5% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $17 | $195-91.4% | $10,280-99.8% | $170-90.1% |