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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,193 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,656 | $86,655-34.6% | $119,609-52.6% | $66,914-15.3% |
| Participation rate | 60.4% | 75.6%-15.2pp | 79.3%-18.9pp | 69.8%-9.5pp |
| Annual return | -18.94% | -8.00%-10.9pp | -14.97%-4.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $469 | $2,536-81.5% | $4,232-88.9% | $2,544-81.6% |
| Participant deferral / active EE | $2,880 | $4,358-33.9% | $5,602-48.6% | $4,237-32.0% |
| Admin fee / account holder | $328 | $755-56.5% | $10,323-96.8% | $593-44.7% |