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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $256 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,277 | $54,757-70.3% | $90,300-82.0% | $72,983-77.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.21% | 30.63%-15.4pp | 78.11%-62.9pp | 81.01%-65.8pp |
| Employer contribution / active EE | $2,895 | $2,092+38.3% | $2,854+1.4% | $2,440+18.6% |
| Participant deferral / active EE | $3,013 | $2,887+4.4% | $3,884-22.4% | $3,608-16.5% |
| Admin fee / account holder | $18 | $3,972-99.6% | $5,353-99.7% | $5,124-99.7% |