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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,670 |
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 | $17,053 | $57,976-70.6% | $63,003-72.9% | $62,293-72.6% |
| Participation rate | 83.1% | 75.9%+7.1pp | 74.8%+8.3pp | 69.5%+13.5pp |
| Annual return | 8.85% | 17.54%-8.7pp | 87.59%-78.7pp | 28.90%-20.0pp |
| Employer contribution / active EE | $771 | $2,415-68.1% | $2,760-72.1% | $2,042-62.2% |
| Participant deferral / active EE | $1,696 | $2,956-42.6% | $3,329-49.1% | $3,169-46.5% |
| Admin fee / account holder | $10 | $276-96.3% | $3,600-99.7% | $479-97.9% |