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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,335 |
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 | $29,741 | $61,172-51.4% | $185,851-84.0% | $79,389-62.5% |
| Participation rate | 98.0% | 66.6%+31.4pp | 81.7%+16.3pp | 70.7%+27.3pp |
| Annual return | 15.14% | 19.45%-4.3pp | 122.11%-107.0pp | 116.89%-101.7pp |
| Employer contribution / active EE | $3,765 | $2,321+62.2% | $5,168-27.2% | $2,428+55.1% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $6 | $710-99.2% | $16,245-100.0% | $626-99.1% |