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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $36,267 |
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 | $160,301 | $34,634+362.8% | $77,096+107.9% | $64,819+147.3% |
| Participation rate | 67.2% | 49.8%+17.3pp | 67.9%-0.7pp | 71.5%-4.3pp |
| Annual return | -14.26% | -5.31%-8.9pp | 42.35%-56.6pp | 32.84%-47.1pp |
| Employer contribution / active EE | $5,254 | $1,385+279.4% | $2,814+86.7% | $2,507+109.6% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,429-100.0% | $4,311-100.0% |
| Admin fee / account holder | $118 | $178-34.0% | $5,428-97.8% | $188-37.3% |