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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $150 |
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.)
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 | $45,836 | $42,548+7.7% | $74,549-38.5% | $56,287-18.6% |
| Participation rate | 33.6% | 60.5%-26.8pp | 69.1%-35.5pp | 69.9%-36.2pp |
| Annual return | -2.14% | 12.40%-14.5pp | 32.53%-34.7pp | -9.96%+7.8pp |
| Employer contribution / active EE | $468 | $855-45.3% | $1,961-76.1% | $2,111-77.8% |
| Participant deferral / active EE | $1,125 | $2,277-50.6% | $3,108-63.8% | $3,350-66.4% |
| Admin fee / account holder | $869 | $467+86.1% | $5,059-82.8% | $521+66.9% |