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| Provider | Service type | Compensation |
|---|---|---|
RJA 338 FEE3+ years Service code 26 · EIN 59-1237041 | Advisory (Participants) | $27,405 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,512 |
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 | $63,073 | $36,981+70.6% | $69,701-9.5% | $77,671-18.8% |
| Participation rate | 57.9% | 64.2%-6.2pp | 66.4%-8.5pp | 70.6%-12.6pp |
| Annual return | 19.51% | 29.30%-9.8pp | 100.32%-80.8pp | 31.21%-11.7pp |
| Employer contribution / active EE | $1,082 | $1,267-14.6% | $1,713-36.8% | $2,726-60.3% |
| Participant deferral / active EE | $4,698 | $2,750+70.8% | $2,887+62.7% | $4,648+1.1% |
| Admin fee / account holder | $266 | $511-47.9% | $4,717-94.4% | $430-38.2% |