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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $266 |
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 | $29,053 | $78,705-63.1% | $117,860-75.3% | $70,124-58.6% |
| Participation rate | 88.9% | 73.2%+15.7pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 14.11% | 23.30%-9.2pp | 335.10%-321.0pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,840 | $3,297-13.9% | $4,482-36.6% | $3,332-14.8% |
| Admin fee / account holder | $52 | $5,065-99.0% | $8,021-99.3% | $4,645-98.9% |