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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 | $36,806+71.4% | $69,623-9.4% | $77,736-18.9% |
| Participation rate | 57.9% | 64.4%-6.4pp | 66.4%-8.5pp | 70.6%-12.6pp |
| Annual return | 19.51% | 38.81%-19.3pp | 101.23%-81.7pp | 31.26%-11.8pp |
| Employer contribution / active EE | $1,082 | $1,257-13.9% | $1,709-36.7% | $2,728-60.3% |
| Participant deferral / active EE | $4,698 | $2,738+71.6% | $2,890+62.6% | $4,651+1.0% |
| Admin fee / account holder | $266 | $507-47.5% | $4,696-94.3% | $433-38.6% |