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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,890 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,724 | $59,584-40.0% | $86,645-58.8% | $79,395-55.0% |
| Participation rate | 81.9% | 67.7%+14.2pp | 71.7%+10.2pp | 70.7%+11.2pp |
| Annual return | 13.82% | 23.15%-9.3pp | 63.52%-49.7pp | 116.90%-103.1pp |
| Employer contribution / active EE | $1,320 | $1,768-25.3% | $2,496-47.1% | $2,428-45.6% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,700-100.0% | $4,046-100.0% |
| Admin fee / account holder | $83 | $604-86.3% | $5,830-98.6% | $626-86.8% |