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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,104 |
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 | $56,970 | $50,902+11.9% | $155,534-63.4% | $77,736-26.7% |
| Participation rate | 47.0% | 63.1%-16.1pp | 78.2%-31.2pp | 70.6%-23.6pp |
| Annual return | 14.14% | 34.85%-20.7pp | 64.92%-50.8pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,750 | $1,991-12.1% | $4,675-62.6% | $2,728-35.8% |
| Participant deferral / active EE | $2,922 | $2,824+3.5% | $5,630-48.1% | $4,651-37.2% |
| Admin fee / account holder | $6 | $437-98.6% | $15,900-100.0% | $433-98.6% |