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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,378 |
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 | $48,936 | $61,391-20.3% | $149,723-67.3% | $71,529-31.6% |
| Participation rate | 43.7% | 62.5%-18.8pp | 78.8%-35.1pp | 67.9%-24.3pp |
| Annual return | 16.60% | 35.88%-19.3pp | 134.50%-117.9pp | 28.97%-12.4pp |
| Employer contribution / active EE | $1,261 | $2,384-47.1% | $4,821-73.8% | $2,590-51.3% |
| Participant deferral / active EE | $3,218 | $2,921+10.2% | $5,682-43.4% | $4,291-25.0% |
| Admin fee / account holder | $234 | $1,264-81.5% | $13,215-98.2% | $1,588-85.3% |