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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $144,233 |
Service code 99 · EIN 26-4766975 | Other Fees | $97,811 |
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 | $47,491 | $56,095-15.3% | $178,503-73.4% | $90,274-47.4% |
| Participation rate | 59.0% | 65.6%-6.5pp | 81.9%-22.9pp | 73.4%-14.3pp |
| Annual return | 16.98% | 28.81%-11.8pp | 151.12%-134.1pp | 53.97%-37.0pp |
| Employer contribution / active EE | $542 | $1,572-65.5% | $5,011-89.2% | $2,523-78.5% |
| Participant deferral / active EE | $2,021 | $2,669-24.3% | $5,202-61.2% | $4,231-52.2% |
| Admin fee / account holder | $148 | $101+46.9% | $13,987-98.9% | $114+29.6% |