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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $100 |
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 | $56,413 | $54,355+3.8% | $82,744-31.8% | $68,486-17.6% |
| Participation rate | 51.4% | 63.9%-12.5pp | 72.6%-21.1pp | 67.9%-16.5pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $391 | $2,219-82.4% | $3,008-87.0% | $2,597-85.0% |
| Participant deferral / active EE | $1,361 | $3,246-58.1% | $4,395-69.0% | $4,028-66.2% |
| Admin fee / account holder | $1 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |