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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,368 |
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 | $9,477 | $46,732-79.7% | $156,551-93.9% | $55,167-82.8% |
| Participation rate | 86.7% | 65.8%+20.9pp | 84.0%+2.7pp | 69.0%+17.7pp |
| Annual return | 5.02% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,872 | $2,105-11.1% | $5,501-66.0% | $1,963-4.6% |
| Participant deferral / active EE | $2,125 | $2,204-3.6% | $4,871-56.4% | $3,054-30.4% |
| Admin fee / account holder | $22 | $418-94.8% | $13,028-99.8% | $504-95.6% |