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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $6,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $28,002 | $65,083-57.0% | $143,788-80.5% | $66,930-58.2% |
| Participation rate | 24.6% | 65.2%-40.6pp | 80.3%-55.7pp | 69.8%-45.2pp |
| Annual return | -17.46% | -11.13%-6.3pp | -0.03%-17.4pp | 1.57%-19.0pp |
| Employer contribution / active EE | $199 | $2,361-91.6% | $4,952-96.0% | $2,545-92.2% |
| Participant deferral / active EE | $1,020 | $2,920-65.1% | $5,638-81.9% | $4,238-75.9% |
| Admin fee / account holder | $181 | $502-64.0% | $14,675-98.8% | $593-69.5% |