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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $305 |
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 | $48,820 | $49,451-1.3% | $79,580-38.7% | $66,938-27.1% |
| Participation rate | 67.3% | 61.3%+6.0pp | 69.5%-2.2pp | 69.8%-2.5pp |
| Annual return | -11.67% | 84.25%-95.9pp | 0.15%-11.8pp | 1.58%-13.3pp |
| Employer contribution / active EE | $869 | $1,266-31.3% | $2,413-64.0% | $2,545-65.8% |
| Participant deferral / active EE | $3,418 | $3,159+8.2% | $3,985-14.2% | $4,238-19.4% |
| Admin fee / account holder | $28 | $595-95.3% | $6,835-99.6% | $594-95.3% |