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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
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 | $14,328 | $53,841-73.4% | $75,731-81.1% | $85,851-83.3% |
| Participation rate | 82.3% | 69.0%+13.2pp | 74.8%+7.4pp | 69.3%+13.0pp |
| Annual return | 7.36% | 24.54%-17.2pp | 104.65%-97.3pp | 318.63%-311.3pp |
| Employer contribution / active EE | $2,157 | $2,017+6.9% | $2,743-21.4% | $2,565-15.9% |
| Participant deferral / active EE | $1,086 | $2,895-62.5% | $3,820-71.6% | $3,952-72.5% |
| Admin fee / account holder | $38 | $3,340-98.8% | $3,620-98.9% | $6,261-99.4% |