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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,382 | $84,936-66.6% | $111,308-74.5% | $79,391-64.2% |
| Participation rate | 68.0% | 75.9%-7.8pp | 77.3%-9.3pp | 70.7%-2.7pp |
| Annual return | 20.41% | 17.45%+3.0pp | 54.67%-34.3pp | 116.88%-96.5pp |
| Employer contribution / active EE | $1,036 | $1,979-47.7% | $2,732-62.1% | $2,428-57.3% |
| Participant deferral / active EE | $4,105 | $3,888+5.6% | $4,487-8.5% | $4,046+1.5% |
| Admin fee / account holder | $58 | $537-89.2% | $7,965-99.3% | $627-90.7% |