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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,937 |
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 | $38,192 | $65,125-41.4% | $143,797-73.4% | $66,949-43.0% |
| Participation rate | 66.3% | 65.2%+1.1pp | 80.3%-14.0pp | 69.8%-3.5pp |
| Annual return | -16.54% | -11.13%-5.4pp | -0.04%-16.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $587 | $2,362-75.2% | $4,952-88.1% | $2,545-76.9% |
| Participant deferral / active EE | $2,620 | $2,920-10.3% | $5,638-53.5% | $4,239-38.2% |
| Admin fee / account holder | $4 | $503-99.1% | $14,679-100.0% | $594-99.2% |