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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $29,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,953 | $99,957-38.0% | $149,745-58.6% | $73,497-15.7% |
| Participation rate | 69.4% | 75.7%-6.3pp | 82.5%-13.1pp | 70.7%-1.3pp |
| Annual return | 22.79% | 53.87%-31.1pp | 276.72%-253.9pp | 28.51%-5.7pp |
| Employer contribution / active EE | $1,577 | $3,191-50.6% | $4,646-66.1% | $2,270-30.5% |
| Participant deferral / active EE | $2,785 | $6,073-54.1% | $6,843-59.3% | $3,740-25.5% |
| Admin fee / account holder | $286 | $551-48.0% | $9,312-96.9% | $513-44.2% |