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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $42,581 |
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 | $34,417 | $82,979-58.5% | $102,412-66.4% | $77,736-55.7% |
| Participation rate | 59.7% | 71.5%-11.8pp | 74.5%-14.8pp | 70.6%-10.9pp |
| Annual return | 11.71% | 19.11%-7.4pp | 24.94%-13.2pp | 31.26%-19.6pp |
| Employer contribution / active EE | $242 | $3,554-93.2% | $3,870-93.7% | $2,728-91.1% |
| Participant deferral / active EE | $2,421 | $4,109-41.1% | $5,060-52.2% | $4,651-47.9% |
| Admin fee / account holder | $260 | $639-59.3% | $8,388-96.9% | $433-40.1% |