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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $102,482 |
PRONVEST6+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $7,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,405 | $84,948-77.2% | $70,462-72.5% | $73,412-73.6% |
| Participation rate | 92.3% | 79.9%+12.3pp | 75.1%+17.2pp | 72.2%+20.1pp |
| Annual return | 10.03% | 13.39%-3.4pp | 109.08%-99.1pp | 59.30%-49.3pp |
| Employer contribution / active EE | $1,732 | $2,834-38.9% | $2,737-36.7% | $2,234-22.4% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,710-100.0% | $3,806-100.0% |
| Admin fee / account holder | $33 | $98-66.2% | $3,845-99.1% | $158-79.0% |