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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 | $55,437+5.1% | $155,534-62.5% | $74,459-21.7% |
| Participation rate | 42.8% | 61.9%-19.1pp | 78.2%-35.5pp | 67.2%-24.5pp |
| Annual return | 9.90% | 269.58%-259.7pp | 64.92%-55.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $1,265 | $2,266-44.2% | $4,675-72.9% | $2,626-51.8% |
| Participant deferral / active EE | $1,423 | $2,837-49.8% | $5,630-74.7% | $4,350-67.3% |
| Admin fee / account holder | $8 | $1,742-99.6% | $15,900-100.0% | $1,945-99.6% |