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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,172 |
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 | $51,763 | $52,293-1.0% | $178,503-71.0% | $73,412-29.5% |
| Participation rate | 43.7% | 65.3%-21.7pp | 81.9%-38.3pp | 72.2%-28.5pp |
| Annual return | 16.30% | 34.75%-18.5pp | 151.12%-134.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $445 | $1,736-74.4% | $5,011-91.1% | $2,234-80.1% |
| Participant deferral / active EE | $1,712 | $2,333-26.6% | $5,202-67.1% | $3,806-55.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |