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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $58,266 | $55,446+5.1% | $155,574-62.5% | $74,429-21.7% |
| Participation rate | 42.8% | 61.9%-19.1pp | 78.2%-35.4pp | 67.2%-24.4pp |
| Annual return | 9.90% | 269.20%-259.3pp | 64.87%-55.0pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $1,265 | $2,266-44.2% | $4,676-72.9% | $2,625-51.8% |
| Participant deferral / active EE | $1,423 | $2,836-49.8% | $5,629-74.7% | $4,348-67.3% |
| Admin fee / account holder | $8 | $1,743-99.6% | $15,914-100.0% | $1,944-99.6% |