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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $643 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,110 | $91,517-13.6% | $101,271-21.9% | $73,412+7.8% |
| Participation rate | 19.0% | 73.8%-54.8pp | 75.8%-56.8pp | 72.2%-53.2pp |
| Annual return | 7.81% | 17.17%-9.4pp | 46.48%-38.7pp | 59.30%-51.5pp |
| Employer contribution / active EE | $605 | $2,877-79.0% | $3,660-83.5% | $2,234-72.9% |
| Participant deferral / active EE | $1,130 | $3,338-66.2% | $4,371-74.2% | $3,806-70.3% |
| Admin fee / account holder | $563 | $216+160.8% | $5,948-90.5% | $158+256.5% |