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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $944 |
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 | $84,871 | $37,463+126.5% | $77,100+10.1% | $66,949+26.8% |
| Participation rate | 34.2% | 52.9%-18.7pp | 67.9%-33.7pp | 69.8%-35.6pp |
| Annual return | -17.00% | -3.25%-13.8pp | 42.35%-59.4pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,804 | $1,535+17.5% | $2,815-35.9% | $2,545-29.1% |
| Participant deferral / active EE | $3,175 | $2,621+21.1% | $4,430-28.3% | $4,239-25.1% |
| Admin fee / account holder | $37 | $568-93.5% | $5,443-99.3% | $594-93.8% |