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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $320 |
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 | $60,639 | $84,940-28.6% | $111,306-45.5% | $79,389-23.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 77.3%-14.8pp | 70.7%-8.2pp |
| Annual return | 18.40% | 17.45%+0.9pp | 54.67%-36.3pp | 116.89%-98.5pp |
| Employer contribution / active EE | $2,099 | $1,979+6.0% | $2,732-23.2% | $2,428-13.6% |
| Participant deferral / active EE | $3,965 | $3,889+2.0% | $4,488-11.6% | $4,046-2.0% |
| Admin fee / account holder | $21 | $537-96.1% | $7,966-99.7% | $626-96.6% |