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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $60,151 |
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 | $53,410 | $104,479-48.9% | $159,474-66.5% | $79,391-32.7% |
| Participation rate | 50.0% | 76.6%-26.6pp | 82.8%-32.8pp | 70.7%-20.7pp |
| Annual return | 17.31% | 67.98%-50.7pp | 263.68%-246.4pp | 116.88%-99.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,308 | $6,468-33.4% | $7,353-41.4% | $4,046+6.5% |
| Admin fee / account holder | $16 | $711-97.7% | $10,802-99.8% | $627-97.4% |