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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $13,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,126 | $216,269-89.3% | $143,797-83.9% | - |
| Participation rate | 25.3% | 60.2%-34.9pp | 80.3%-55.0pp | - |
| Annual return | -14.76% | -15.44%+0.7pp | -0.04%-14.7pp | - |
| Employer contribution / active EE | $0 | $1,888-100.0% | $4,952-100.0% | - |
| Participant deferral / active EE | $943 | $2,498-62.3% | $5,638-83.3% | - |
| Admin fee / account holder | $194 | $36,574-99.5% | $14,679-98.7% | - |