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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 | $73,459+26.9% | $178,528-47.8% | $74,429+25.3% |
| Participation rate | 65.8% | 66.5%-0.7pp | 77.1%-11.3pp | 67.2%-1.4pp |
| Annual return | 13.10% | 17.50%-4.4pp | 27.11%-14.0pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $3,431 | $2,219+54.6% | $3,950-13.1% | $2,625+30.7% |
| Participant deferral / active EE | $6,880 | $4,515+52.4% | $6,278+9.6% | $4,348+58.2% |
| Admin fee / account holder | $237 | $1,812-86.9% | $10,419-97.7% | $1,944-87.8% |