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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,443 | $162,136-52.9% | $152,301-49.8% | $154,746-50.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 18.34% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $995 | $4,890-79.7% | $4,624-78.5% | $4,379-77.3% |
| Participant deferral / active EE | $4,813 | $8,341-42.3% | $8,004-39.9% | $6,730-28.5% |
| Admin fee / account holder | $180 | $15,759-98.9% | $14,398-98.7% | $14,365-98.7% |