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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $46,050 |
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 | $54,269 | $47,163+15.1% | $149,696-63.7% | $74,460-27.1% |
| Participation rate | 55.7% | 63.4%-7.7pp | 78.8%-23.1pp | 70.7%-15.0pp |
| Annual return | 16.50% | 22.75%-6.3pp | 134.46%-118.0pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,817 | $1,907-4.7% | $4,821-62.3% | $2,638-31.1% |
| Participant deferral / active EE | $3,857 | $2,730+41.3% | $5,682-32.1% | $4,530-14.8% |
| Admin fee / account holder | $171 | $343-50.1% | $13,212-98.7% | $348-50.7% |