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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $313 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,920 | $47,448+9.4% | $94,993-45.3% | $62,293-16.7% |
| Participation rate | 27.2% | 66.5%-39.3pp | 73.9%-46.7pp | 69.5%-42.3pp |
| Annual return | 21.54% | 22.64%-1.1pp | 27.14%-5.6pp | 28.90%-7.4pp |
| Employer contribution / active EE | $578 | $1,300-55.6% | $2,603-77.8% | $2,042-71.7% |
| Participant deferral / active EE | $1,052 | $2,375-55.7% | $3,317-68.3% | $3,169-66.8% |
| Admin fee / account holder | $395 | $434-9.0% | $4,960-92.0% | $479-17.6% |