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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $44,793 |
Participant contribution per participant 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 | $36,524 | $55,470-34.2% | $155,556-76.5% | $74,478-51.0% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 13.62% | 269.80%-256.2pp | 64.84%-51.2pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $4,644 | $2,267+104.9% | $4,675-0.7% | $2,626+76.8% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,744-99.9% | $15,885-100.0% | $1,946-99.9% |