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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 06-1050034 | Accounting | $5,855 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35 | $86,298-100.0% | $111,308-100.0% | $85,847-100.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -98.71% | 19.99%-118.7pp | 54.67%-153.4pp | 318.61%-417.3pp |
| Employer contribution / active EE | $1,847 | $2,044-9.6% | $2,732-32.4% | $2,565-28.0% |
| Participant deferral / active EE | $3,637 | $3,641-0.1% | $4,487-18.9% | $3,952-8.0% |
| Admin fee / account holder | $112 | $8,189-98.6% | $7,965-98.6% | $6,261-98.2% |