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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,320 | $62,166-14.2% | $81,286-34.4% | $74,429-28.4% |
| Participation rate | 69.6% | 64.1%+5.6pp | 69.5%+0.1pp | 67.2%+2.4pp |
| Annual return | 9.19% | 16.50%-7.3pp | 24.80%-15.6pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $941 | $1,881-50.0% | $2,463-61.8% | $2,625-64.2% |
| Participant deferral / active EE | $1,895 | $3,223-41.2% | $3,883-51.2% | $4,348-56.4% |
| Admin fee / account holder | $77 | $1,925-96.0% | $5,764-98.7% | $1,944-96.0% |