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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $54,765 |
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 | $48,113 | $46,332+3.8% | $143,797-66.5% | $64,824-25.8% |
| Participation rate | 36.8% | 64.2%-27.4pp | 80.3%-43.5pp | 71.5%-34.7pp |
| Annual return | -17.32% | -10.05%-7.3pp | -0.04%-17.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $404 | $1,911-78.8% | $4,952-91.8% | $2,507-83.9% |
| Participant deferral / active EE | $1,561 | $2,647-41.0% | $5,638-72.3% | $4,311-63.8% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |