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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 | $80,674-13.5% | $119,126-41.4% | $64,340+8.5% |
| Participation rate | 52.8% | 55.2%-2.4pp | 75.8%-22.9pp | 55.2%-2.4pp |
| Annual return | 21.55% | 26.86%-5.3pp | 282.11%-260.6pp | 24.14%-2.6pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $16,885 | $4,559+270.4% | $10,693+57.9% | $3,703+356.0% |