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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $360 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,271 | $59,186+17.0% | $76,766-9.8% | $56,287+23.1% |
| Participation rate | 66.0% | 75.2%-9.2pp | 77.0%-10.9pp | 69.9%-3.8pp |
| Annual return | -7.04% | 6.62%-13.7pp | 2.43%-9.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,098 | $1,759-37.6% | $2,485-55.8% | $2,111-48.0% |
| Participant deferral / active EE | $2,417 | $3,255-25.7% | $3,851-37.2% | $3,350-27.8% |
| Admin fee / account holder | $473 | $489-3.3% | $6,675-92.9% | $521-9.2% |