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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,300 | $80,731-48.8% | $103,374-60.0% | $74,546-44.6% |
| Participation rate | 54.6% | 65.7%-11.0pp | 74.5%-19.9pp | 67.2%-12.6pp |
| Annual return | 19.29% | 27.56%-8.3pp | 24.89%-5.6pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $2,294 | $3,158-27.3% | $3,869-40.7% | $2,624-12.6% |
| Participant deferral / active EE | $4,278 | $3,860+10.8% | $5,058-15.4% | $4,347-1.6% |
| Admin fee / account holder | $63 | $2,369-97.3% | $8,394-99.2% | $1,944-96.7% |