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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $46,471 |
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 | $53,403 | $65,125-18.0% | $143,797-62.9% | $66,949-20.2% |
| Participation rate | 65.6% | 65.2%+0.4pp | 80.3%-14.7pp | 69.8%-4.2pp |
| Annual return | -16.59% | -11.13%-5.5pp | -0.04%-16.5pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,020 | $2,362-56.8% | $4,952-79.4% | $2,545-59.9% |
| Participant deferral / active EE | $2,265 | $2,920-22.4% | $5,638-59.8% | $4,239-46.6% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |