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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,235 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,554 | $50,458+59.6% | $160,009-49.7% | $64,819+24.3% |
| Participation rate | 54.5% | 68.0%-13.6pp | 78.0%-23.5pp | 71.5%-17.0pp |
| Annual return | 3.68% | -13.42%+17.1pp | 408.85%-405.2pp | 32.84%-29.2pp |
| Employer contribution / active EE | $402 | $1,722-76.7% | $4,225-90.5% | $2,507-84.0% |
| Participant deferral / active EE | $2,305 | $4,004-42.4% | $6,183-62.7% | $4,311-46.5% |
| Admin fee / account holder | $240 | $706-66.1% | $8,715-97.3% | $188+27.6% |