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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,298 |
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 | $12,046 | $46,100-73.9% | $86,582-86.1% | $69,631-82.7% |
| Participation rate | 88.3% | 67.2%+21.1pp | 73.5%+14.8pp | 70.7%+17.6pp |
| Annual return | 18.82% | 21.02%-2.2pp | 965.08%-946.3pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $638 | $2,432-73.7% | $3,609-82.3% | $3,224-80.2% |
| Admin fee / account holder | $22 | $94-76.9% | $4,904-99.6% | $110-80.3% |