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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,288 |
Participant contribution per participant 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 | $22,874 | $56,503-59.5% | $69,888-67.3% | $64,829-64.7% |
| Participation rate | 90.5% | 70.5%+20.0pp | 70.5%+20.0pp | 71.5%+19.0pp |
| Annual return | -15.70% | -13.44%-2.3pp | 190.87%-206.6pp | 32.85%-48.5pp |
| Employer contribution / active EE | $1,353 | $2,046-33.9% | $2,560-47.2% | $2,507-46.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,312-100.0% |
| Admin fee / account holder | $54 | $160-66.4% | $6,267-99.1% | $188-71.3% |