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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,516 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,344 |
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 | $39,800 | $58,099-31.5% | $76,872-48.2% | $75,173-47.1% |
| Participation rate | 81.6% | 63.9%+17.7pp | 69.6%+12.0pp | 67.2%+14.4pp |
| Annual return | 5.90% | 26.71%-20.8pp | 37.90%-32.0pp | 160.72%-154.8pp |
| Employer contribution / active EE | $1,201 | $1,996-39.8% | $2,533-52.6% | $2,671-55.0% |
| Participant deferral / active EE | $1,718 | $2,999-42.7% | $3,832-55.2% | $4,126-58.4% |
| Admin fee / account holder | $258 | $4,778-94.6% | $5,476-95.3% | $5,651-95.4% |