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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $25,675 |
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 | $35,466 | $47,163-24.8% | $149,696-76.3% | $74,460-52.4% |
| Participation rate | 67.4% | 63.4%+4.0pp | 78.8%-11.4pp | 70.7%-3.4pp |
| Annual return | 20.27% | 22.75%-2.5pp | 134.46%-114.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,214 | $1,907-36.3% | $4,821-74.8% | $2,638-54.0% |
| Participant deferral / active EE | $1,527 | $2,730-44.1% | $5,682-73.1% | $4,530-66.3% |
| Admin fee / account holder | $88 | $343-74.4% | $13,212-99.3% | $348-74.8% |