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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,395 |
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 | $74,264 | $55,470+33.9% | $155,556-52.3% | $74,478-0.3% |
| Participation rate | 51.3% | 61.9%-10.6pp | 78.2%-26.9pp | 67.2%-15.9pp |
| Annual return | 15.30% | 269.80%-254.5pp | 64.84%-49.5pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $4,222 | $2,267+86.3% | $4,675-9.7% | $2,626+60.8% |
| Participant deferral / active EE | $8,905 | $2,838+213.8% | $5,631+58.2% | $4,350+104.7% |
| Admin fee / account holder | $356 | $1,744-79.6% | $15,885-97.8% | $1,946-81.7% |