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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $35,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $61,257 | $86,655-29.3% | $119,622-48.8% | $66,938-8.5% |
| Participation rate | 30.1% | 75.6%-45.5pp | 79.3%-49.2pp | 69.8%-39.8pp |
| Annual return | -16.53% | -8.00%-8.5pp | -14.98%-1.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,538 | $4,358-64.7% | $5,601-72.5% | $4,238-63.7% |
| Admin fee / account holder | $565 | $755-25.2% | $10,328-94.5% | $594-4.8% |