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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $19,691 |
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 | $39,058 | $91,394-57.3% | $130,026-70.0% | $74,440-47.5% |
| Participation rate | 93.8% | 77.8%+16.0pp | 78.5%+15.3pp | 70.7%+23.1pp |
| Annual return | 15.14% | 23.20%-8.1pp | -137.26%+152.4pp | 34.37%-19.2pp |
| Employer contribution / active EE | $1,798 | $2,565-29.9% | $4,321-58.4% | $2,638-31.8% |
| Participant deferral / active EE | $2,398 | $4,721-49.2% | $5,821-58.8% | $4,529-47.1% |
| Admin fee / account holder | $186 | $284-34.4% | $10,608-98.2% | $348-46.5% |