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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,700 |
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 | $95,591 | $65,428+46.1% | $169,397-43.6% | $71,529+33.6% |
| Participation rate | 68.0% | 66.9%+1.2pp | 77.2%-9.1pp | 67.9%+0.1pp |
| Annual return | 17.16% | 21.35%-4.2pp | 406.23%-389.1pp | 28.97%-11.8pp |
| Employer contribution / active EE | $1,670 | $2,064-19.1% | $4,013-58.4% | $2,590-35.5% |
| Participant deferral / active EE | $5,476 | $4,360+25.6% | $6,223-12.0% | $4,291+27.6% |
| Admin fee / account holder | $165 | $1,328-87.6% | $9,017-98.2% | $1,588-89.6% |