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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $704 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,058 | $60,165-71.6% | $74,184-77.0% | $55,167-69.1% |
| Participation rate | 76.0% | 74.2%+1.8pp | 76.6%-0.7pp | 69.0%+7.0pp |
| Annual return | 12.44% | 10.00%+2.4pp | 17.74%-5.3pp | 169.23%-156.8pp |
| Employer contribution / active EE | $1,184 | $1,600-26.0% | $2,370-50.0% | $1,963-39.7% |
| Participant deferral / active EE | $2,217 | $2,973-25.4% | $3,550-37.5% | $3,054-27.4% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |