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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,579 | $55,470-79.1% | $155,556-92.6% | $74,478-84.5% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 12.95% | 269.80%-256.9pp | 64.84%-51.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $630 | $2,267-72.2% | $4,675-86.5% | $2,626-76.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $191 | $1,744-89.0% | $15,885-98.8% | $1,946-90.2% |