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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,294 |
Employer contribution per participant 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 | $15,436 | $45,082-65.8% | $69,464-77.8% | $72,975-78.8% |
| Participation rate | 76.1% | 68.5%+7.6pp | 74.6%+1.5pp | 69.5%+6.6pp |
| Annual return | 20.69% | 22.66%-2.0pp | 28.98%-8.3pp | 81.01%-60.3pp |
| Employer contribution / active EE | $79 | $2,055-96.1% | $2,779-97.1% | $2,440-96.7% |
| Participant deferral / active EE | $2,685 | $2,604+3.1% | $3,536-24.1% | $3,608-25.6% |
| Admin fee / account holder | $71 | $3,057-97.7% | $3,840-98.1% | $5,124-98.6% |