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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,815 |
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 | $7,433 | $50,820-85.4% | $155,567-95.2% | $77,671-90.4% |
| Participation rate | 73.2% | 63.1%+10.0pp | 78.2%-5.0pp | 70.6%+2.6pp |
| Annual return | 91.33% | 34.85%+56.5pp | 64.74%+26.6pp | 31.21%+60.1pp |
| Employer contribution / active EE | $596 | $1,993-70.1% | $4,674-87.2% | $2,726-78.1% |
| Participant deferral / active EE | $2,335 | $2,823-17.3% | $5,628-58.5% | $4,648-49.8% |
| Admin fee / account holder | $17 | $436-96.1% | $15,916-99.9% | $430-96.0% |