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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $45,214 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,541 | $61,473+13.1% | $81,726-14.9% | $73,412-5.3% |
| Participation rate | 27.0% | 72.4%-45.4pp | 72.0%-45.0pp | 72.2%-45.2pp |
| Annual return | 7.12% | 28.26%-21.1pp | 29.49%-22.4pp | 59.30%-52.2pp |
| Employer contribution / active EE | $664 | $1,898-65.0% | $4,311-84.6% | $2,234-70.3% |
| Participant deferral / active EE | $1,185 | $3,080-61.5% | $7,108-83.3% | $3,806-68.9% |
| Admin fee / account holder | $486 | $125+287.5% | $5,160-90.6% | $158+208.0% |