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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $464 |
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 | $61,656 | $76,112-19.0% | $96,544-36.1% | $71,529-13.8% |
| Participation rate | 64.4% | 74.4%-10.0pp | 76.0%-11.6pp | 67.9%-3.6pp |
| Annual return | 17.28% | 22.80%-5.5pp | 25.88%-8.6pp | 28.97%-11.7pp |
| Employer contribution / active EE | $2,408 | $2,248+7.1% | $2,966-18.8% | $2,590-7.0% |
| Participant deferral / active EE | $4,255 | $4,217+0.9% | $4,851-12.3% | $4,291-0.9% |
| Admin fee / account holder | $22 | $2,708-99.2% | $8,254-99.7% | $1,588-98.6% |