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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,230 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,963 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,426 | $54,162-64.1% | $68,612-71.7% | $64,173-69.7% |
| Participation rate | 94.6% | 68.1%+26.5pp | 72.2%+22.3pp | 69.6%+25.0pp |
| Annual return | -8.88% | -1.62%-7.3pp | -4.63%-4.2pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,223 | $1,846-33.7% | $2,625-53.4% | $2,381-48.6% |
| Participant deferral / active EE | $3,590 | $2,626+36.7% | $3,311+8.4% | $3,470+3.5% |
| Admin fee / account holder | $50 | $4,029-98.8% | $5,131-99.0% | $4,887-99.0% |