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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 | $83,369-16.3% | $105,223-33.7% | $67,986+2.7% |
| Participation rate | 52.8% | 56.3%-3.4pp | 75.0%-22.2pp | 57.2%-4.4pp |
| Annual return | 21.55% | 24.64%-3.1pp | 180.65%-159.1pp | 31.67%-10.1pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $16,885 | $4,073+314.6% | $8,859+90.6% | $3,203+427.1% |