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| Provider | Service type | Compensation |
|---|---|---|
RJA 338 FEE1+ years Service code 26 · EIN 59-1237041 | Advisory (Participants) | $14,877 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,022 |
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 | $57,341 | $64,612-11.3% | $86,451-33.7% | $64,824-11.5% |
| Participation rate | 56.2% | 81.5%-25.3pp | 80.3%-24.2pp | 71.5%-15.3pp |
| Annual return | 0.00% | 0.66%-0.7pp | 4398.51%-4398.5pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,299 | $2,744-52.7% | $3,770-65.5% | $2,507-48.2% |
| Participant deferral / active EE | $5,411 | $7,497-27.8% | $6,953-22.2% | $4,311+25.5% |
| Admin fee / account holder | $188 | $169+11.1% | $6,734-97.2% | $1880% |