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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,567 | $46,332-25.4% | $143,799-76.0% | $64,819-46.7% |
| Participation rate | 34.5% | 64.2%-29.8pp | 80.3%-45.8pp | 71.5%-37.0pp |
| Annual return | -14.69% | -10.05%-4.6pp | -0.04%-14.6pp | 32.84%-47.5pp |
| Employer contribution / active EE | $823 | $1,911-56.9% | $4,952-83.4% | $2,507-67.2% |
| Participant deferral / active EE | $989 | $2,647-62.6% | $5,638-82.5% | $4,311-77.1% |
| Admin fee / account holder | $303 | $154+97.0% | $14,677-97.9% | $188+61.4% |