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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,431 |
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 | $26,399 | $65,071-59.4% | $143,770-81.6% | $66,923-60.6% |
| Participation rate | 98.0% | 65.2%+32.8pp | 80.3%+17.7pp | 69.8%+28.2pp |
| Annual return | -17.01% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $4,311 | $2,361+82.6% | $4,951-12.9% | $2,545+69.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,638-100.0% | $4,237-100.0% |
| Admin fee / account holder | $2 | $502-99.6% | $14,673-100.0% | $593-99.6% |