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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,863 |
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 | $31,953 | $106,520-70.0% | $189,611-83.1% | $106,520-70.0% |
| Participation rate | 74.3% | 71.3%+2.9pp | 78.5%-4.2pp | 71.3%+2.9pp |
| Annual return | 45.33% | 19.28%+26.0pp | 64.20%-18.9pp | 19.28%+26.0pp |
| Employer contribution / active EE | $1,274 | $2,840-55.2% | $4,413-71.1% | $2,840-55.2% |
| Participant deferral / active EE | $0 | $4,948-100.0% | $6,174-100.0% | $4,948-100.0% |
| Admin fee / account holder | $0 | $75-99.8% | $9,808-100.0% | $75-99.8% |