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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $17,087 |
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 | $87,308 | $54,729+59.5% | $86,235+1.2% | $71,529+22.1% |
| Participation rate | 46.3% | 60.1%-13.8pp | 69.0%-22.7pp | 67.9%-21.7pp |
| Annual return | 17.88% | 20.07%-2.2pp | 1170.03%-1152.2pp | 28.97%-11.1pp |
| Employer contribution / active EE | $1,257 | $1,267-0.8% | $2,381-47.2% | $2,590-51.4% |
| Participant deferral / active EE | $2,475 | $3,110-20.4% | $3,987-37.9% | $4,291-42.3% |
| Admin fee / account holder | $164 | $1,921-91.4% | $6,856-97.6% | $1,588-89.7% |