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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,921 |
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 | $19,197 | $40,386-52.5% | $80,607-76.2% | $74,440-74.2% |
| Participation rate | 11.8% | 47.4%-35.5pp | 67.0%-55.2pp | 70.7%-58.9pp |
| Annual return | 20.09% | 165.00%-144.9pp | 936.11%-916.0pp | 34.37%-14.3pp |
| Employer contribution / active EE | $332 | $1,496-77.8% | $2,724-87.8% | $2,638-87.4% |
| Participant deferral / active EE | $1,326 | $2,670-50.3% | $4,448-70.2% | $4,529-70.7% |
| Admin fee / account holder | $43 | $720-94.0% | $5,379-99.2% | $348-87.6% |