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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $20,245 |
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 | $96,682 | $59,456+62.6% | $93,669+3.2% | $74,429+29.9% |
| Participation rate | 42.7% | 59.6%-16.9pp | 68.7%-26.0pp | 67.2%-24.5pp |
| Annual return | 12.17% | 82.00%-69.8pp | 133.59%-121.4pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $1,260 | $1,266-0.5% | $2,424-48.0% | $2,625-52.0% |
| Participant deferral / active EE | $2,417 | $3,052-20.8% | $4,416-45.3% | $4,348-44.4% |
| Admin fee / account holder | $191 | $3,026-93.7% | $8,291-97.7% | $1,944-90.2% |