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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 | $130,795-11.4% | $173,730-33.3% | $64,728+79.1% |
| Participation rate | 98.5% | 69.9%+28.7pp | 79.6%+19.0pp | 57.9%+40.6pp |
| Annual return | -3.48% | 13.01%-16.5pp | 19.96%-23.4pp | 49.38%-52.9pp |
| Employer contribution / active EE | $2,038 | $2,914-30.1% | $4,577-55.5% | $2,243-9.1% |
| Participant deferral / active EE | $0 | $3,477-100.0% | $6,326-100.0% | $2,729-100.0% |
| Admin fee / account holder | $17 | $1,356-98.8% | $17,523-99.9% | $1,145-98.5% |