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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $34,049 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,738 | $89,123-58.8% | $102,460-64.1% | $77,762-52.8% |
| Participation rate | 59.3% | 80.9%-21.6pp | 76.5%-17.2pp | 70.6%-11.3pp |
| Annual return | 31.73% | 25.05%+6.7pp | 29.47%+2.3pp | 31.27%+0.5pp |
| Employer contribution / active EE | $2,566 | $2,700-5.0% | $3,025-15.2% | $2,728-5.9% |
| Participant deferral / active EE | $4,277 | $5,148-16.9% | $5,056-15.4% | $4,651-8.0% |
| Admin fee / account holder | $115 | $236-51.1% | $9,460-98.8% | $433-73.3% |