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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $196,972-61.2% | $182,262-58.1% | $198,609-61.5% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 18.34% | 158.27%-139.9pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $995 | $5,364-81.5% | $5,046-80.3% | $5,055-80.3% |
| Participant deferral / active EE | $4,813 | $8,643-44.3% | $8,276-41.8% | $6,977-31.0% |
| Admin fee / account holder | $180 | $18,429-99.0% | $16,712-98.9% | $19,030-99.1% |