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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $94,177 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,929 | $106,273-76.5% | $185,876-86.6% | $106,273-76.5% |
| Participation rate | 70.3% | 70.8%-0.5pp | 78.0%-7.7pp | 70.8%-0.5pp |
| Annual return | 17.49% | 21.70%-4.2pp | 35.96%-18.5pp | 21.70%-4.2pp |
| Employer contribution / active EE | $1,083 | $2,722-60.2% | $4,088-73.5% | $2,722-60.2% |
| Participant deferral / active EE | $0 | $4,601-100.0% | $5,634-100.0% | $4,601-100.0% |
| Admin fee / account holder | $5 | $78-93.5% | $9,504-99.9% | $78-93.5% |