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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,877 |
ACCEL WEALTH MANAGEMENT1 year Service code 99 · EIN 83-0742869 | Other Fees | $10,048 |
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 | $23,832 | $61,356-61.2% | $149,696-84.1% | $71,511-66.7% |
| Participation rate | 58.6% | 62.5%-3.9pp | 78.8%-20.2pp | 67.9%-9.3pp |
| Annual return | 18.42% | 35.86%-17.4pp | 134.46%-116.0pp | 28.86%-10.4pp |
| Employer contribution / active EE | $559 | $2,382-76.5% | $4,821-88.4% | $2,589-78.4% |
| Participant deferral / active EE | $1,497 | $2,920-48.7% | $5,682-73.6% | $4,291-65.1% |
| Admin fee / account holder | $115 | $1,263-90.9% | $13,212-99.1% | $1,588-92.8% |