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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $43,461 | $64,176-32.3% | $112,249-61.3% | $66,938-35.1% |
| Participation rate | 55.8% | 68.4%-12.7pp | 75.1%-19.3pp | 69.8%-14.0pp |
| Annual return | -18.54% | -13.80%-4.7pp | 27.48%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,805 | $3,007-40.0% | $3,636-50.4% | $2,545-29.1% |
| Participant deferral / active EE | $3,176 | $3,694-14.0% | $4,729-32.8% | $4,238-25.1% |
| Admin fee / account holder | $413 | $626-34.0% | $6,412-93.6% | $594-30.4% |