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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $14,617 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,434-100.0% | $65,583-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 65.0%-65.0pp | 80.3%-80.3pp |
| Annual return | -93.29% | 31.34%-124.6pp | 47.46%-140.8pp | 373.99%-467.3pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,696-100.0% | $4,112-100.0% | $11,410-100.0% |