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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,266 |
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 | $38,149 | $61,356-37.8% | $149,696-74.5% | $71,511-46.7% |
| Participation rate | 54.2% | 62.5%-8.3pp | 78.8%-24.5pp | 67.9%-13.7pp |
| Annual return | 15.33% | 35.86%-20.5pp | 134.46%-119.1pp | 28.86%-13.5pp |
| Employer contribution / active EE | $874 | $2,382-63.3% | $4,821-81.9% | $2,589-66.2% |
| Participant deferral / active EE | $3,443 | $2,920+17.9% | $5,682-39.4% | $4,291-19.8% |
| Admin fee / account holder | $30 | $1,263-97.6% | $13,212-99.8% | $1,588-98.1% |