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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,141 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,157 | $44,714-39.3% | $91,227-70.2% | $66,949-59.4% |
| Participation rate | 40.7% | 65.0%-24.3pp | 73.2%-32.5pp | 69.8%-29.1pp |
| Annual return | -21.83% | -12.25%-9.6pp | 114.14%-136.0pp | 1.57%-23.4pp |
| Employer contribution / active EE | $1,506 | $1,710-11.9% | $2,851-47.2% | $2,545-40.8% |
| Participant deferral / active EE | $2,232 | $3,355-33.5% | $4,234-47.3% | $4,239-47.3% |
| Admin fee / account holder | $116 | $521-77.7% | $5,423-97.9% | $594-80.4% |