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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $52,478 |
POSTLETHWAITE & NETTERVILLE2 years Service code 10 · EIN 72-1202445 | Accounting | $15,400 |
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 | $53,301 | $106,236-49.8% | $112,249-52.5% | $64,819-17.8% |
| Participation rate | 60.4% | 71.7%-11.3pp | 75.1%-14.7pp | 71.5%-11.1pp |
| Annual return | -16.25% | -6.02%-10.2pp | 27.48%-43.7pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,872 | $3,166-40.9% | $3,636-48.5% | $2,507-25.3% |
| Participant deferral / active EE | $5,286 | $3,785+39.7% | $4,729+11.8% | $4,311+22.6% |
| Admin fee / account holder | $210 | $452-53.6% | $6,412-96.7% | $188+11.5% |