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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,329 |
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 | $31,297 | $65,092-51.9% | $143,799-78.2% | $66,938-53.2% |
| Participation rate | 63.4% | 65.2%-1.9pp | 80.3%-17.0pp | 69.8%-6.5pp |
| Annual return | -15.43% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $857 | $2,362-63.7% | $4,952-82.7% | $2,545-66.3% |
| Participant deferral / active EE | $3,405 | $2,920+16.6% | $5,638-39.6% | $4,238-19.7% |
| Admin fee / account holder | $23 | $502-95.4% | $14,677-99.8% | $594-96.1% |