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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,840 |
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 | $55,880 | $78,483-28.8% | $106,201-47.4% | $74,546-25.0% |
| Participation rate | 63.6% | 72.8%-9.2pp | 75.3%-11.7pp | 67.2%-3.6pp |
| Annual return | 10.27% | 15.94%-5.7pp | 116.26%-106.0pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $1,681 | $2,522-33.3% | $3,170-47.0% | $2,624-35.9% |
| Participant deferral / active EE | $3,196 | $4,320-26.0% | $5,012-36.2% | $4,347-26.5% |
| Admin fee / account holder | $487 | $2,236-78.2% | $11,039-95.6% | $1,944-75.0% |