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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,416 | $51,283-3.6% | $95,728-48.4% | $71,495-30.9% |
| Participation rate | 58.0% | 63.1%-5.1pp | 72.3%-14.3pp | 67.9%-10.0pp |
| Annual return | 13.75% | 25.25%-11.5pp | 28.40%-14.6pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,479 | $1,817-18.6% | $2,835-47.8% | $2,589-42.9% |
| Participant deferral / active EE | $3,338 | $3,365-0.8% | $4,245-21.4% | $4,291-22.2% |
| Admin fee / account holder | $352 | $1,135-68.9% | $5,673-93.8% | $1,588-77.8% |