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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,207 | $74,706-64.9% | $75,714-65.4% | $79,391-67.0% |
| Participation rate | 85.4% | 75.3%+10.1pp | 74.8%+10.6pp | 70.7%+14.7pp |
| Annual return | 10.79% | 18.52%-7.7pp | 104.62%-93.8pp | 116.88%-106.1pp |
| Employer contribution / active EE | $2,627 | $2,590+1.4% | $2,744-4.2% | $2,428+8.2% |
| Participant deferral / active EE | $1,218 | $3,533-65.5% | $3,820-68.1% | $4,046-69.9% |
| Admin fee / account holder | $63 | $374-83.2% | $3,619-98.3% | $627-90.0% |