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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,951 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,446 | $58,726-9.0% | $92,240-42.1% | $62,293-14.2% |
| Participation rate | 85.6% | 68.3%+17.2pp | 76.5%+9.1pp | 69.5%+16.1pp |
| Annual return | 12.72% | 43.62%-30.9pp | 176.29%-163.6pp | 28.90%-16.2pp |
| Employer contribution / active EE | $3,419 | $2,392+43.0% | $3,680-7.1% | $2,042+67.4% |
| Participant deferral / active EE | $2,361 | $2,766-14.6% | $3,897-39.4% | $3,169-25.5% |
| Admin fee / account holder | $23 | $556-95.8% | $5,194-99.6% | $479-95.1% |