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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,914 |
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 | $30,583 | $65,125-53.0% | $143,797-78.7% | $66,949-54.3% |
| Participation rate | 18.6% | 65.2%-46.6pp | 80.3%-61.7pp | 69.8%-51.2pp |
| Annual return | -3.19% | -11.13%+7.9pp | -0.04%-3.2pp | 1.57%-4.8pp |
| Employer contribution / active EE | $540 | $2,362-77.1% | $4,952-89.1% | $2,545-78.8% |
| Participant deferral / active EE | $1,236 | $2,920-57.7% | $5,638-78.1% | $4,239-70.8% |
| Admin fee / account holder | $11 | $503-97.8% | $14,679-99.9% | $594-98.1% |