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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Annual investment return 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 | $15,622 | $44,221-64.7% | $121,220-87.1% | $56,289-72.2% |
| Participation rate | 99.4% | 61.1%+38.4pp | 71.8%+27.7pp | 69.9%+29.6pp |
| Annual return | -7.72% | -3.58%-4.1pp | 16.94%-24.7pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,147 | $1,480+45.1% | $4,023-46.6% | $2,111+1.7% |
| Participant deferral / active EE | $3,134 | $2,521+24.3% | $3,345-6.3% | $3,350-6.4% |
| Admin fee / account holder | $10 | $480-97.9% | $5,021-99.8% | $521-98.1% |