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| Provider | Service type | Compensation |
|---|---|---|
PB&H5 years Service code 15 · EIN 74-1130599 | Recordkeeping | $9,732 |
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 | $140,403 | $89,435+57.0% | $164,975-14.9% | $77,714+80.7% |
| Participation rate | 98.8% | 78.6%+20.2pp | 78.6%+20.2pp | 70.6%+28.2pp |
| Annual return | 3.93% | 28.82%-24.9pp | 70.12%-66.2pp | 31.26%-27.3pp |
| Employer contribution / active EE | $4,707 | $2,563+83.7% | $4,343+8.4% | $2,727+72.6% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $13 | $340-96.1% | $12,688-99.9% | $433-96.9% |