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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $23,019 |
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 | $112,231 | $65,246+72.0% | $98,716+13.7% | $67,986+65.1% |
| Participation rate | 42.1% | 51.4%-9.3pp | 69.3%-27.2pp | 57.2%-15.1pp |
| Annual return | 14.61% | 20.58%-6.0pp | 31.81%-17.2pp | 31.67%-17.1pp |
| Employer contribution / active EE | $1,308 | $1,042+25.6% | $2,279-42.6% | $2,019-35.2% |
| Participant deferral / active EE | $2,604 | $2,594+0.4% | $4,048-35.7% | $3,358-22.5% |
| Admin fee / account holder | $228 | $4,561-95.0% | $8,703-97.4% | $3,203-92.9% |