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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $725 |
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 | $11,698 | $61,356-80.9% | $149,696-92.2% | $71,511-83.6% |
| Participation rate | 97.4% | 62.5%+34.9pp | 78.8%+18.7pp | 67.9%+29.5pp |
| Annual return | 17.32% | 35.86%-18.5pp | 134.46%-117.1pp | 28.86%-11.5pp |
| Employer contribution / active EE | $427 | $2,382-82.1% | $4,821-91.1% | $2,589-83.5% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $185 | $1,263-85.3% | $13,212-98.6% | $1,588-88.3% |