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| Provider | Service type | Compensation |
|---|---|---|
DEAN FINANCIAL SERVICES8+ years Service code 15 · EIN 31-0861689 | Recordkeeping | $39,689 |
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 | $63,232 | $51,223+23.4% | $82,763-23.6% | $66,949-5.6% |
| Participation rate | 53.0% | 67.9%-14.9pp | 72.6%-19.6pp | 69.8%-16.8pp |
| Annual return | -10.53% | -9.85%-0.7pp | 702.45%-713.0pp | 1.57%-12.1pp |
| Employer contribution / active EE | $1,195 | $2,611-54.2% | $3,008-60.3% | $2,545-53.1% |
| Participant deferral / active EE | $2,508 | $3,460-27.5% | $4,395-42.9% | $4,239-40.8% |
| Admin fee / account holder | $278 | $415-33.1% | $5,325-94.8% | $594-53.1% |