| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 48-1246310 | Accounting | $15,600 |
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 | $115,888 | $103,282+12.2% | $81,370+42.4% | $99,313+16.7% |
| Participation rate | 58.7% | 73.2%-14.5pp | 69.5%-10.8pp | 71.7%-13.0pp |
| Annual return | 13.80% | 15.11%-1.3pp | 24.85%-11.0pp | 17.67%-3.9pp |
| Employer contribution / active EE | $1,796 | $3,061-41.3% | $2,464-27.1% | $3,264-45.0% |
| Participant deferral / active EE | $3,637 | $4,549-20.0% | $3,885-6.4% | $5,346-32.0% |
| Admin fee / account holder | $62 | $78-21.5% | $5,749-98.9% | $109-43.6% |