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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
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 | $40,705 | $54,245-25.0% | $93,727-56.6% | $77,762-47.7% |
| Participation rate | 38.8% | 63.9%-25.1pp | 68.7%-29.9pp | 70.6%-31.8pp |
| Annual return | 23.91% | 30.58%-6.7pp | 133.83%-109.9pp | 31.27%-7.4pp |
| Employer contribution / active EE | $1,274 | $1,168+9.1% | $2,421-47.4% | $2,728-53.3% |
| Participant deferral / active EE | $2,278 | $3,144-27.5% | $4,417-48.4% | $4,651-51.0% |
| Admin fee / account holder | $218 | $575-62.2% | $8,292-97.4% | $433-49.7% |