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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $175 |
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 | $58,499 | $106,236-44.9% | $112,249-47.9% | $64,819-9.7% |
| Participation rate | 69.1% | 71.7%-2.6pp | 75.1%-6.0pp | 71.5%-2.4pp |
| Annual return | -14.30% | -6.02%-8.3pp | 27.48%-41.8pp | 32.84%-47.1pp |
| Employer contribution / active EE | $3,012 | $3,166-4.9% | $3,636-17.2% | $2,507+20.2% |
| Participant deferral / active EE | $6,902 | $3,785+82.4% | $4,729+46.0% | $4,311+60.1% |
| Admin fee / account holder | $111 | $452-75.4% | $6,412-98.3% | $188-40.8% |