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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $51,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,892 | $62,541-34.6% | $129,397-68.4% | $199,921-79.5% |
| Participation rate | 28.8% | 56.8%-28.0pp | 69.6%-40.8pp | 72.0%-43.2pp |
| Annual return | 14.48% | 16.95%-2.5pp | 9453.98%-9439.5pp | 34.28%-19.8pp |
| Employer contribution / active EE | $867 | $2,392-63.7% | $4,154-79.1% | $3,035-71.4% |
| Participant deferral / active EE | $2,208 | $3,123-29.3% | $4,167-47.0% | $5,089-56.6% |
| Admin fee / account holder | $118 | $167-29.6% | $7,679-98.5% | $269-56.3% |