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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,145 | $76,696-49.0% | $96,515-59.4% | $71,511-45.3% |
| Participation rate | 52.0% | 66.6%-14.6pp | 74.3%-22.4pp | 67.9%-16.0pp |
| Annual return | 15.93% | 48.32%-32.4pp | 35.73%-19.8pp | 28.86%-12.9pp |
| Employer contribution / active EE | $1,318 | $3,032-56.5% | $3,740-64.8% | $2,589-49.1% |
| Participant deferral / active EE | $2,720 | $3,770-27.8% | $4,880-44.3% | $4,291-36.6% |
| Admin fee / account holder | $248 | $2,030-87.8% | $6,735-96.3% | $1,588-84.4% |