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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,889 | $37,463-25.6% | $77,096-63.8% | $66,938-58.3% |
| Participation rate | 61.7% | 52.9%+8.8pp | 67.9%-6.2pp | 69.8%-8.1pp |
| Annual return | -19.32% | -3.25%-16.1pp | 42.35%-61.7pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,903 | $1,535+24.0% | $2,814-32.4% | $2,545-25.2% |
| Participant deferral / active EE | $2,826 | $2,621+7.8% | $4,429-36.2% | $4,238-33.3% |
| Admin fee / account holder | $9 | $568-98.5% | $5,428-99.8% | $594-98.5% |