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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,369 |
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 | $16,272 | $52,467-69.0% | $57,196-71.6% | $55,167-70.5% |
| Participation rate | 83.7% | 75.8%+7.9pp | 75.3%+8.4pp | 69.0%+14.7pp |
| Annual return | 5.87% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $821 | $2,477-66.9% | $2,683-69.4% | $1,963-58.2% |
| Participant deferral / active EE | $2,043 | $2,830-27.8% | $3,096-34.0% | $3,054-33.1% |
| Admin fee / account holder | $6 | $269-97.8% | $3,141-99.8% | $504-98.8% |