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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,102 |
INDEPENDENT FINCL GRP2 years Service code 26 · EIN 03-0491379 | Advisory (Participants) | $18,935 |
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 | $25,105 | $52,293-52.0% | $178,503-85.9% | $73,412-65.8% |
| Participation rate | 52.5% | 65.3%-12.9pp | 81.9%-29.5pp | 72.2%-19.7pp |
| Annual return | 20.04% | 34.75%-14.7pp | 151.12%-131.1pp | 59.30%-39.3pp |
| Employer contribution / active EE | $482 | $1,736-72.2% | $5,011-90.4% | $2,234-78.4% |
| Participant deferral / active EE | $1,284 | $2,333-45.0% | $5,202-75.3% | $3,806-66.3% |
| Admin fee / account holder | $107 | $127-16.0% | $13,987-99.2% | $158-32.3% |