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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,601 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,773 | $112,933-86.9% | $90,970-83.8% | $158,982-90.7% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $254 | $2,893-91.2% | $2,122-88.0% | $4,763-94.7% |
| Participant deferral / active EE | $439 | $4,128-89.4% | $3,373-87.0% | $5,983-92.7% |
| Admin fee / account holder | $514 | $8,047-93.6% | $5,961-91.4% | $11,252-95.4% |