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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $52,155 |
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 | $48,029 | $61,391-21.8% | $149,723-67.9% | $71,529-32.9% |
| Participation rate | 63.7% | 62.5%+1.2pp | 78.8%-15.0pp | 67.9%-4.2pp |
| Annual return | 19.69% | 35.88%-16.2pp | 134.50%-114.8pp | 28.97%-9.3pp |
| Employer contribution / active EE | $586 | $2,384-75.4% | $4,821-87.8% | $2,590-77.4% |
| Participant deferral / active EE | $2,620 | $2,921-10.3% | $5,682-53.9% | $4,291-39.0% |
| Admin fee / account holder | $4 | $1,264-99.7% | $13,215-100.0% | $1,588-99.8% |