Filed April 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $296,230 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,839 | $144,879-69.7% | $111,319-60.6% | $93,010-52.9% |
| Participation rate | 90.2% | 86.1%+4.1pp | 77.3%+12.9pp | 73.9%+16.3pp |
| Annual return | 15.48% | 18.11%-2.6pp | 54.68%-39.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $1,373 | $3,052-55.0% | $2,732-49.7% | $2,705-49.2% |
| Participant deferral / active EE | $3,615 | $5,576-35.2% | $4,488-19.4% | $4,561-20.7% |
| Admin fee / account holder | $65 | $104-37.3% | $7,966-99.2% | $152-57.2% |