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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $960 |
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 | $41,600 | $65,125-36.1% | $143,797-71.1% | $66,949-37.9% |
| Participation rate | 45.5% | 65.2%-19.7pp | 80.3%-34.8pp | 69.8%-24.3pp |
| Annual return | -17.10% | -11.13%-6.0pp | -0.04%-17.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $1,062 | $2,362-55.0% | $4,952-78.5% | $2,545-58.3% |
| Participant deferral / active EE | $3,055 | $2,920+4.6% | $5,638-45.8% | $4,239-27.9% |
| Admin fee / account holder | $249 | $503-50.4% | $14,679-98.3% | $594-58.0% |