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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,615 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,688 | $65,453-31.7% | $86,698-48.5% | $66,938-33.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -10.02% | -10.89%+0.9pp | 35.95%-46.0pp | 1.58%-11.6pp |
| Employer contribution / active EE | $21 | $2,154-99.0% | $2,837-99.3% | $2,545-99.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $22 | $642-96.6% | $7,493-99.7% | $594-96.3% |