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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $47,750 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,948 | $37,440-6.7% | $77,081-54.7% | $66,930-47.8% |
| Participation rate | 59.5% | 52.9%+6.6pp | 67.9%-8.4pp | 69.8%-10.3pp |
| Annual return | -40.96% | -3.26%-37.7pp | 42.33%-83.3pp | 1.57%-42.5pp |
| Employer contribution / active EE | $1,595 | $1,534+4.0% | $2,813-43.3% | $2,545-37.3% |
| Participant deferral / active EE | $3,135 | $2,620+19.7% | $4,428-29.2% | $4,238-26.0% |
| Admin fee / account holder | $324 | $568-42.9% | $5,427-94.0% | $593-45.4% |