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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-1582098 | Recordkeeping | $11,889 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,798 | $90,170-22.6% | $150,734-53.7% | $69,733+0.1% |
| Participation rate | 52.8% | 60.2%-7.4pp | 78.4%-25.6pp | 62.5%-9.6pp |
| Annual return | 21.55% | 16.56%+5.0pp | 600.81%-579.3pp | 15.22%+6.3pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $16,885 | $4,600+267.1% | $14,905+13.3% | $3,102+444.3% |