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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,861 | $65,125-57.2% | $143,797-80.6% | $66,949-58.4% |
| Participation rate | 52.5% | 65.2%-12.7pp | 80.3%-27.8pp | 69.8%-17.3pp |
| Annual return | -14.04% | -11.13%-2.9pp | -0.04%-14.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $213 | $2,362-91.0% | $4,952-95.7% | $2,545-91.6% |
| Participant deferral / active EE | $1,947 | $2,920-33.3% | $5,638-65.5% | $4,239-54.1% |
| Admin fee / account holder | $5 | $503-99.0% | $14,679-100.0% | $594-99.2% |