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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,094 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,038 | $89,465-12.8% | $165,100-52.7% | $77,762+0.4% |
| Participation rate | 55.1% | 78.6%-23.5pp | 78.6%-23.5pp | 70.6%-15.5pp |
| Annual return | 15.09% | 28.86%-13.8pp | 70.21%-55.1pp | 31.27%-16.2pp |
| Employer contribution / active EE | $460 | $2,565-82.1% | $4,348-89.4% | $2,728-83.2% |
| Participant deferral / active EE | $2,908 | $4,904-40.7% | $6,035-51.8% | $4,651-37.5% |
| Admin fee / account holder | $359 | $340+5.7% | $12,696-97.2% | $433-17.0% |