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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,275 |
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 | $28,840 | $45,022-35.9% | $85,126-66.1% | $77,714-62.9% |
| Participation rate | 11.3% | 48.7%-37.4pp | 67.5%-56.2pp | 70.6%-59.3pp |
| Annual return | 29.52% | 79.38%-49.9pp | 66.63%-37.1pp | 31.26%-1.7pp |
| Employer contribution / active EE | $296 | $1,610-81.6% | $2,731-89.2% | $2,727-89.2% |
| Participant deferral / active EE | $1,069 | $2,811-62.0% | $4,523-76.4% | $4,649-77.0% |
| Admin fee / account holder | $30 | $913-96.7% | $6,160-99.5% | $433-93.1% |