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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,968 |
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 | $11,422 | $47,977-76.2% | $154,111-92.6% | $56,287-79.7% |
| Participation rate | 91.1% | 66.2%+24.9pp | 83.0%+8.0pp | 69.9%+21.2pp |
| Annual return | -3.02% | 3.54%-6.6pp | 735.18%-738.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,500 | $2,169-30.8% | $5,298-71.7% | $2,111-28.9% |
| Participant deferral / active EE | $1,768 | $2,392-26.1% | $5,081-65.2% | $3,350-47.2% |
| Admin fee / account holder | $20 | $438-95.5% | $13,411-99.9% | $521-96.2% |