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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,667 | $59,328+46.1% | $118,946-27.1% | $73,493+17.9% |
| Participation rate | 32.5% | 62.3%-29.8pp | 75.4%-42.9pp | 70.7%-38.2pp |
| Annual return | 13.89% | 19.13%-5.2pp | 35.89%-22.0pp | 28.51%-14.6pp |
| Employer contribution / active EE | $277 | $1,803-84.6% | $3,263-91.5% | $2,270-87.8% |
| Participant deferral / active EE | $1,767 | $2,604-32.1% | $4,266-58.6% | $3,740-52.8% |
| Admin fee / account holder | $710 | $600+18.2% | $6,581-89.2% | $513+38.3% |