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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $53,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,598 | $51,878-39.1% | $68,368-53.8% | $79,634-60.3% |
| Participation rate | 64.9% | 53.7%+11.2pp | 73.8%-8.8pp | 62.5%+2.4pp |
| Annual return | 12.12% | 137.43%-125.3pp | 292.57%-280.5pp | 36.46%-24.3pp |
| Employer contribution / active EE | $2,828 | $1,931+46.4% | $2,649+6.8% | $2,529+11.8% |
| Participant deferral / active EE | $0 | $2,577-100.0% | $4,123-100.0% | $3,835-100.0% |
| Admin fee / account holder | $11 | $942-98.9% | $5,150-99.8% | $1,002-98.9% |