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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $31,943 |
Service code 99 · EIN 47-1411118 | Other Fees | $19,890 |
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 | $93,255 | $73,397+27.1% | $178,014-47.6% | $74,546+25.1% |
| Participation rate | 65.8% | 66.6%-0.8pp | 77.1%-11.3pp | 67.2%-1.4pp |
| Annual return | 13.10% | 17.49%-4.4pp | 294.80%-281.7pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $3,431 | $2,217+54.7% | $3,950-13.1% | $2,624+30.7% |
| Participant deferral / active EE | $6,880 | $4,512+52.5% | $6,276+9.6% | $4,347+58.2% |
| Admin fee / account holder | $237 | $1,809-86.9% | $10,362-97.7% | $1,944-87.8% |