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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,380 | $78,483-40.9% | $106,201-56.3% | $74,546-37.8% |
| Participation rate | 49.2% | 72.8%-23.6pp | 75.3%-26.1pp | 67.2%-18.0pp |
| Annual return | 10.06% | 15.94%-5.9pp | 116.26%-106.2pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,941 | $4,320-55.1% | $5,012-61.3% | $4,347-55.4% |
| Admin fee / account holder | $300 | $2,236-86.6% | $11,039-97.3% | $1,944-84.6% |