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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,460 |
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 | $49,074 | $59,006-16.8% | $97,197-49.5% | $74,429-34.1% |
| Participation rate | 46.6% | 63.7%-17.1pp | 72.7%-26.1pp | 67.2%-20.6pp |
| Annual return | 24.62% | 16.04%+8.6pp | 75.47%-50.8pp | 1368.38%-1343.8pp |
| Employer contribution / active EE | $1,830 | $1,894-3.4% | $2,723-32.8% | $2,625-30.3% |
| Participant deferral / active EE | $2,789 | $3,671-24.0% | $4,263-34.6% | $4,348-35.9% |
| Admin fee / account holder | $141 | $1,974-92.9% | $5,637-97.5% | $1,944-92.7% |