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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $61,649 |
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 | $58,175 | $56,540+2.9% | $185,851-68.7% | $86,821-33.0% |
| Participation rate | 41.0% | 65.5%-24.5pp | 81.7%-40.7pp | 72.3%-31.3pp |
| Annual return | 14.55% | 118.20%-103.7pp | 122.11%-107.6pp | 97.94%-83.4pp |
| Employer contribution / active EE | $448 | $1,844-75.7% | $5,168-91.3% | $2,406-81.4% |
| Participant deferral / active EE | $1,673 | $2,555-34.5% | $5,569-70.0% | $4,132-59.5% |
| Admin fee / account holder | $0 | $150-99.9% | $16,245-100.0% | $170-100.0% |