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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,446 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,048 | $82,188-34.2% | $125,401-56.9% | $64,829-16.6% |
| Participation rate | 66.3% | 77.9%-11.6pp | 82.4%-16.1pp | 71.5%-5.2pp |
| Annual return | -16.79% | 3.50%-20.3pp | 572.53%-589.3pp | 32.85%-49.6pp |
| Employer contribution / active EE | $5,200 | $3,617+43.7% | $4,816+8.0% | $2,507+107.4% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $107 | $163-34.7% | $10,008-98.9% | $188-43.3% |