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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,109 | $60,488-53.5% | $109,907-74.4% | $79,391-64.6% |
| Participation rate | 41.0% | 67.0%-26.0pp | 74.2%-33.2pp | 70.7%-29.7pp |
| Annual return | 3.76% | 189.57%-185.8pp | 29.46%-25.7pp | 116.88%-113.1pp |
| Employer contribution / active EE | $1,170 | $1,649-29.1% | $2,844-58.9% | $2,428-51.8% |
| Participant deferral / active EE | $1,981 | $3,220-38.5% | $4,047-51.0% | $4,046-51.0% |
| Admin fee / account holder | $98 | $605-83.7% | $6,069-98.4% | $627-84.3% |