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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $253 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,364 | $105,866+130.8% | $90,766+169.2% | $134,545+81.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.29% | -10.99%-7.3pp | -12.16%-6.1pp | 418.37%-436.7pp |
| Employer contribution / active EE | $11,872 | $3,464+242.8% | $2,922+306.3% | $4,742+150.4% |
| Participant deferral / active EE | $36,261 | $5,217+595.0% | $4,565+694.3% | $6,401+466.5% |
| Admin fee / account holder | $3 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |