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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,760 |
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 | $38,361 | $45,126-15.0% | $85,187-55.0% | $74,459-48.5% |
| Participation rate | 46.4% | 49.4%-3.0pp | 67.5%-21.1pp | 67.2%-20.8pp |
| Annual return | 12.25% | 26.30%-14.0pp | 66.67%-54.4pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $1,092 | $1,460-25.2% | $2,732-60.0% | $2,626-58.4% |
| Participant deferral / active EE | $2,874 | $2,738+5.0% | $4,525-36.5% | $4,350-33.9% |
| Admin fee / account holder | $168 | $2,212-92.4% | $6,162-97.3% | $1,945-91.4% |