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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $30,506 | $56,503-46.0% | $69,890-56.4% | $64,824-52.9% |
| Participation rate | 17.3% | 70.5%-53.2pp | 70.5%-53.2pp | 71.5%-54.2pp |
| Annual return | -11.82% | -13.44%+1.6pp | 190.84%-202.7pp | 32.84%-44.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,560-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $358 | $3,389-89.4% | $3,848-90.7% | $4,311-91.7% |
| Admin fee / account holder | $4 | $160-97.3% | $6,267-99.9% | $188-97.7% |