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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $48,845 |
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 | $45,441 | $47,135-3.6% | $149,682-69.6% | $74,434-39.0% |
| Participation rate | 63.9% | 63.4%+0.5pp | 78.8%-14.8pp | 70.7%-6.8pp |
| Annual return | 15.90% | 22.75%-6.9pp | 134.35%-118.5pp | 34.37%-18.5pp |
| Employer contribution / active EE | $1,216 | $1,906-36.2% | $4,818-74.8% | $2,638-53.9% |
| Participant deferral / active EE | $1,535 | $2,728-43.8% | $5,681-73.0% | $4,529-66.1% |
| Admin fee / account holder | $161 | $343-53.1% | $13,210-98.8% | $348-53.8% |