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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $56,125 |
EISNERAMPER LLP1 year Service code 10 · EIN 72-1202445 | Accounting | $16,900 |
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 | $63,654 | $93,010-31.6% | $96,515-34.0% | $74,460-14.5% |
| Participation rate | 57.2% | 71.6%-14.4pp | 74.3%-17.2pp | 70.7%-13.6pp |
| Annual return | 18.55% | 37.50%-19.0pp | 35.73%-17.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,676 | $3,427-51.1% | $3,740-55.2% | $2,638-36.5% |
| Participant deferral / active EE | $4,669 | $3,971+17.6% | $4,880-4.3% | $4,530+3.1% |
| Admin fee / account holder | $219 | $633-65.5% | $6,735-96.8% | $348-37.1% |