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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,694 |
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 | $80,522 | $59,140+36.2% | $160,037-49.7% | $66,949+20.3% |
| Participation rate | 68.6% | 68.1%+0.5pp | 78.0%-9.3pp | 69.8%-1.2pp |
| Annual return | -14.22% | -12.25%-2.0pp | 408.95%-423.2pp | 1.57%-15.8pp |
| Employer contribution / active EE | $1,582 | $1,982-20.2% | $4,226-62.6% | $2,545-37.8% |
| Participant deferral / active EE | $5,266 | $4,399+19.7% | $6,184-14.8% | $4,239+24.2% |
| Admin fee / account holder | $148 | $591-74.9% | $8,716-98.3% | $594-75.0% |