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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,648 |
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 | $29,275 | $54,590-46.4% | $81,726-64.2% | $73,501-60.2% |
| Participation rate | 85.4% | 68.3%+17.0pp | 72.0%+13.3pp | 70.7%+14.7pp |
| Annual return | 14.34% | 17.74%-3.4pp | 29.49%-15.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,172 | $1,636-28.3% | $4,311-72.8% | $2,270-48.4% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $68 | $592-88.6% | $5,160-98.7% | $513-86.8% |