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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,343 |
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 | $80,584 | $37,463+115.1% | $77,096+4.5% | $66,938+20.4% |
| Participation rate | 56.7% | 52.9%+3.8pp | 67.9%-11.2pp | 69.8%-13.1pp |
| Annual return | -13.74% | -3.25%-10.5pp | 42.35%-56.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,801 | $1,535+17.3% | $2,814-36.0% | $2,545-29.2% |
| Participant deferral / active EE | $7,982 | $2,621+204.5% | $4,429+80.2% | $4,238+88.3% |
| Admin fee / account holder | $686 | $568+20.8% | $5,428-87.4% | $594+15.6% |