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| Provider | Service type | Compensation |
|---|---|---|
RJA 338 FEE2+ years Service code 26 · EIN 59-1237041 | Advisory (Participants) | $20,675 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,562 |
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 | $60,943 | $31,038+96.3% | $65,583-7.1% | $74,473-18.2% |
| Participation rate | 59.1% | 66.9%-7.8pp | 65.0%-5.9pp | 70.7%-11.6pp |
| Annual return | 21.76% | 38.60%-16.8pp | 47.46%-25.7pp | 34.36%-12.6pp |
| Employer contribution / active EE | $1,381 | $1,188+16.2% | $1,692-18.4% | $2,638-47.7% |
| Participant deferral / active EE | $5,990 | $2,792+114.6% | $2,833+111.5% | $4,530+32.2% |
| Admin fee / account holder | $195 | $299-34.6% | $4,112-95.2% | $347-43.7% |