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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,121 |
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 | $25,383 | $69,823-63.6% | $76,891-67.0% | $74,478-65.9% |
| Participation rate | 90.6% | 70.0%+20.6pp | 69.6%+21.0pp | 70.7%+19.8pp |
| Annual return | 18.25% | 19.99%-1.7pp | 37.91%-19.7pp | 34.37%-16.1pp |
| Employer contribution / active EE | $1,412 | $2,148-34.3% | $2,534-44.3% | $2,637-46.5% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,530-100.0% |
| Admin fee / account holder | $57 | $398-85.7% | $5,488-99.0% | $347-83.6% |