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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 10-0233346 | Recordkeeping | $2,842 |
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 | $19,358 | $27,800-30.4% | $58,561-66.9% | $71,511-72.9% |
| Participation rate | 52.3% | 34.6%+17.7pp | 50.9%+1.4pp | 67.9%-15.6pp |
| Annual return | 15.04% | 26.80%-11.8pp | 4251.33%-4236.3pp | 28.86%-13.8pp |
| Employer contribution / active EE | $212 | $632-66.5% | $1,053-79.9% | $2,589-91.8% |
| Participant deferral / active EE | $1,845 | $1,208+52.7% | $1,923-4.1% | $4,291-57.0% |
| Admin fee / account holder | $280 | $1,637-82.9% | $2,520-88.9% | $1,588-82.4% |