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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $34,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,865 | $57,140-40.7% | $85,240-60.3% | $80,959-58.2% |
| Participation rate | 24.7% | 56.4%-31.7pp | 67.5%-42.8pp | 67.7%-43.0pp |
| Annual return | 9.95% | 21.71%-11.8pp | 66.75%-56.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,360 | $3,115-24.2% | $4,527-47.9% | $4,300-45.1% |
| Admin fee / account holder | $410 | $4,992-91.8% | $6,165-93.4% | $6,925-94.1% |