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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $16,767 | $63,442-73.6% | $68,794-75.6% | $66,930-74.9% |
| Participation rate | 26.8% | 60.0%-33.2pp | 69.0%-42.3pp | 69.8%-43.1pp |
| Annual return | -18.51% | -8.29%-10.2pp | -6.37%-12.1pp | 1.57%-20.1pp |
| Employer contribution / active EE | $521 | $1,775-70.7% | $2,656-80.4% | $2,545-79.5% |
| Participant deferral / active EE | $1,134 | $2,945-61.5% | $3,941-71.2% | $4,238-73.2% |
| Admin fee / account holder | $358 | $577-38.0% | $4,934-92.7% | $593-39.7% |