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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 | $44,398-28.8% | $103,693-69.5% | $65,191-51.5% |
| Participation rate | 64.9% | 54.3%+10.6pp | 72.6%-7.7pp | 63.0%+1.9pp |
| Annual return | 12.12% | 325.62%-313.5pp | 47.61%-35.5pp | 51.24%-39.1pp |
| Employer contribution / active EE | $2,828 | $1,702+66.1% | $2,920-3.2% | $2,400+17.8% |
| Participant deferral / active EE | $0 | $1,797-100.0% | $4,579-100.0% | $2,671-100.0% |
| Admin fee / account holder | $11 | $856-98.7% | $7,858-99.9% | $907-98.8% |