| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $7,635 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $830 | $86,496-99.0% | $80,977-99.0% | $329,111-99.7% |
| Participation rate | 94.4% | 80.0%+14.4pp | 75.8%+18.6pp | 67.9%+26.6pp |
| Annual return | 0.00% | 20.13%-20.1pp | 17.11%-17.1pp | 16.35%-16.4pp |
| Employer contribution / active EE | $791 | $2,395-67.0% | $3,715-78.7% | $2,303-65.6% |
| Participant deferral / active EE | $0 | $5,350-100.0% | $5,696-100.0% | $3,682-100.0% |
| Admin fee / account holder | $2 | $69-96.7% | $5,517-100.0% | $754-99.7% |