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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 61-6209147 | Recordkeeping | $1,844 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,969 | $66,764-47.6% | $88,497-60.5% | $62,881-44.4% |
| Participation rate | 40.3% | 77.3%-37.0pp | 82.4%-42.1pp | 69.3%-29.0pp |
| Annual return | 5.47% | 10.37%-4.9pp | 7.63%-2.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $918 | $3,077-70.2% | $4,036-77.2% | $2,281-59.7% |
| Participant deferral / active EE | $1,240 | $3,976-68.8% | $4,899-74.7% | $3,203-61.3% |
| Admin fee / account holder | $441 | $4,668-90.6% | $6,220-92.9% | $4,296-89.7% |