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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,469 |
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 | $46,785 | $65,125-28.2% | $143,797-67.5% | $66,949-30.1% |
| Participation rate | 42.6% | 65.2%-22.6pp | 80.3%-37.8pp | 69.8%-27.3pp |
| Annual return | -11.99% | -11.13%-0.9pp | -0.04%-12.0pp | 1.57%-13.6pp |
| Employer contribution / active EE | $1,199 | $2,362-49.2% | $4,952-75.8% | $2,545-52.9% |
| Participant deferral / active EE | $1,246 | $2,920-57.3% | $5,638-77.9% | $4,239-70.6% |
| Admin fee / account holder | $36 | $503-92.8% | $14,679-99.8% | $594-93.9% |