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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 | $39,766-20.5% | $66,674-52.6% | $71,012-55.5% |
| Participation rate | 64.9% | 47.7%+17.3pp | 73.7%-8.7pp | 58.6%+6.4pp |
| Annual return | 12.12% | 181.39%-169.3pp | 321.24%-309.1pp | 37.67%-25.6pp |
| Employer contribution / active EE | $2,828 | $1,503+88.1% | $2,620+7.9% | $2,348+20.5% |
| Participant deferral / active EE | $0 | $1,868-100.0% | $4,084-100.0% | $3,246-100.0% |
| Admin fee / account holder | $11 | $1,097-99.0% | $5,098-99.8% | $1,167-99.1% |