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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,155 |
Participant contribution per participant 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 | $22,630 | $43,504-48.0% | $68,612-67.0% | $56,289-59.8% |
| Participation rate | 89.2% | 67.8%+21.3pp | 72.2%+16.9pp | 69.9%+19.3pp |
| Annual return | -4.82% | -3.15%-1.7pp | -4.63%-0.2pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,315 | $1,525-13.8% | $2,625-49.9% | $2,111-37.7% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $66 | $515-87.2% | $5,131-98.7% | $521-87.3% |