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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,776 |
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 | $45,035 | $160,028-71.9% | $147,080-69.4% | $145,884-69.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.11% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,501 | $5,286-52.7% | $4,933-49.3% | $4,662-46.4% |
| Participant deferral / active EE | $10,635 | $8,422+26.3% | $8,066+31.8% | $6,690+59.0% |
| Admin fee / account holder | $102 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |