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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 | $55,446-79.1% | $155,574-92.6% | $74,429-84.4% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 12.95% | 269.20%-256.3pp | 64.87%-51.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $630 | $2,266-72.2% | $4,676-86.5% | $2,625-76.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $191 | $1,743-89.0% | $15,914-98.8% | $1,944-90.2% |