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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $42,401 |
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 | $45,994 | $52,293-12.0% | $178,503-74.2% | $73,412-37.3% |
| Participation rate | 69.8% | 65.3%+4.5pp | 81.9%-12.1pp | 72.2%-2.4pp |
| Annual return | 16.30% | 34.75%-18.5pp | 151.12%-134.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $1,406 | $1,736-19.0% | $5,011-71.9% | $2,234-37.1% |
| Participant deferral / active EE | $1,523 | $2,333-34.7% | $5,202-70.7% | $3,806-60.0% |
| Admin fee / account holder | $136 | $127+6.8% | $13,987-99.0% | $158-13.8% |