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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $29,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,766 | $51,226-39.9% | $82,744-62.8% | $66,938-54.0% |
| Participation rate | 66.4% | 67.9%-1.5pp | 72.6%-6.2pp | 69.8%-3.4pp |
| Annual return | -17.27% | -9.61%-7.7pp | 702.22%-719.5pp | 1.58%-18.8pp |
| Employer contribution / active EE | $711 | $2,612-72.8% | $3,008-76.4% | $2,545-72.1% |
| Participant deferral / active EE | $2,055 | $3,460-40.6% | $4,395-53.2% | $4,238-51.5% |
| Admin fee / account holder | $319 | $416-23.2% | $5,325-94.0% | $594-46.3% |