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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $29,939 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,815 | $47,960+619.0% | $75,906+354.3% | $65,188+429.0% |
| Participation rate | 83.2% | 63.0%+20.2pp | 69.3%+13.9pp | 70.2%+13.0pp |
| Annual return | 28.18% | 24.08%+4.1pp | 30.73%-2.5pp | 29.38%-1.2pp |
| Employer contribution / active EE | $0 | $1,558-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,552-100.0% | $3,604-100.0% | $3,514-100.0% |
| Admin fee / account holder | $156 | $532-70.6% | $5,421-97.1% | $847-81.6% |