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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,089 |
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 | $42,146 | $61,166-31.1% | $185,837-77.3% | $79,393-46.9% |
| Participation rate | 62.5% | 66.6%-4.1pp | 81.7%-19.2pp | 70.7%-8.2pp |
| Annual return | 14.88% | 19.45%-4.6pp | 122.08%-107.2pp | 116.87%-102.0pp |
| Employer contribution / active EE | $774 | $2,321-66.7% | $5,168-85.0% | $2,428-68.1% |
| Participant deferral / active EE | $3,263 | $2,789+17.0% | $5,568-41.4% | $4,046-19.3% |
| Admin fee / account holder | $21 | $710-97.1% | $16,241-99.9% | $627-96.7% |