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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $65,014 |
DWC - THE 401(K) EXPERTS1 year Filed as: DWC Service code 10 · EIN 84-0795096 | Accounting | $39,593 |
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 | $41,852 | $50,919-17.8% | $155,556-73.1% | $77,762-46.2% |
| Participation rate | 35.7% | 63.1%-27.4pp | 78.2%-42.5pp | 70.6%-34.9pp |
| Annual return | 11.25% | 34.84%-23.6pp | 64.84%-53.6pp | 31.27%-20.0pp |
| Employer contribution / active EE | $1,295 | $1,991-35.0% | $4,675-72.3% | $2,728-52.5% |
| Participant deferral / active EE | $2,298 | $2,824-18.6% | $5,631-59.2% | $4,651-50.6% |
| Admin fee / account holder | $161 | $437-63.0% | $15,885-99.0% | $433-62.7% |