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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $61,597 |
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 | $36,704 | $47,135-22.1% | $149,717-75.5% | $74,440-50.7% |
| Participation rate | 68.6% | 63.4%+5.2pp | 78.8%-10.1pp | 70.7%-2.1pp |
| Annual return | 21.91% | 22.75%-0.8pp | 134.41%-112.5pp | 34.37%-12.5pp |
| Employer contribution / active EE | $1,655 | $1,906-13.2% | $4,820-65.7% | $2,638-37.3% |
| Participant deferral / active EE | $3,361 | $2,728+23.2% | $5,682-40.9% | $4,529-25.8% |
| Admin fee / account holder | $7 | $343-97.9% | $13,213-99.9% | $348-97.9% |