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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $26,794 |
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 | $40,235 | $56,511-28.8% | $185,837-78.3% | $86,813-53.7% |
| Participation rate | 55.2% | 65.5%-10.3pp | 81.7%-26.5pp | 72.3%-17.1pp |
| Annual return | 14.62% | 118.12%-103.5pp | 122.08%-107.5pp | 97.93%-83.3pp |
| Employer contribution / active EE | $1,070 | $1,844-42.0% | $5,168-79.3% | $2,406-55.5% |
| Participant deferral / active EE | $1,479 | $2,554-42.1% | $5,568-73.4% | $4,131-64.2% |
| Admin fee / account holder | $99 | $150-33.9% | $16,241-99.4% | $170-41.7% |