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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $10,825 |
WITHUMSMITH+BROWN, PC2 years Filed as: ATLAS BROWN, INC. Service code 27 · EIN 20-1964428 | Advisory (Plan) | $7,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,522 | $65,453-80.9% | $86,691-85.6% | $66,930-81.3% |
| Participation rate | 48.9% | 75.5%-26.5pp | 76.6%-27.7pp | 69.8%-20.9pp |
| Annual return | -17.54% | -10.89%-6.7pp | 35.94%-53.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $198 | $642-69.1% | $7,492-97.4% | $593-66.6% |