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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $33,130 |
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 | $53,008 | $82,188-35.5% | $125,401-57.7% | $64,829-18.2% |
| Participation rate | 69.5% | 77.9%-8.4pp | 82.4%-12.9pp | 71.5%-2.0pp |
| Annual return | -15.60% | 3.50%-19.1pp | 572.53%-588.1pp | 32.85%-48.5pp |
| Employer contribution / active EE | $5,298 | $3,617+46.4% | $4,816+10.0% | $2,507+111.3% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $109 | $163-33.5% | $10,008-98.9% | $188-42.2% |