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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $54,363 |
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 | $44,762 | $50,919-12.1% | $155,556-71.2% | $77,762-42.4% |
| Participation rate | 65.7% | 63.1%+2.6pp | 78.2%-12.5pp | 70.6%-4.9pp |
| Annual return | 12.97% | 34.84%-21.9pp | 64.84%-51.9pp | 31.27%-18.3pp |
| Employer contribution / active EE | $1,329 | $1,991-33.2% | $4,675-71.6% | $2,728-51.3% |
| Participant deferral / active EE | $1,483 | $2,824-47.5% | $5,631-73.7% | $4,651-68.1% |
| Admin fee / account holder | $162 | $437-62.8% | $15,885-99.0% | $433-62.5% |