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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $25,112 |
ACCEL WEALTH MANAGEMENT2 years Service code 99 · EIN 83-0742869 | Other Fees | $12,009 |
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 | $29,061 | $55,423-47.6% | $155,602-81.3% | $74,400-60.9% |
| Participation rate | 68.0% | 61.9%+6.2pp | 78.2%-10.2pp | 67.2%+0.8pp |
| Annual return | 13.59% | 269.07%-255.5pp | 64.81%-51.2pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $590 | $2,266-74.0% | $4,675-87.4% | $2,624-77.5% |
| Participant deferral / active EE | $1,670 | $2,835-41.1% | $5,629-70.3% | $4,348-61.6% |
| Admin fee / account holder | $177 | $1,744-89.9% | $15,923-98.9% | $1,944-90.9% |