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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 | $89,067-58.8% | $102,423-64.1% | $77,714-52.7% |
| Participation rate | 59.3% | 80.9%-21.6pp | 76.5%-17.2pp | 70.6%-11.3pp |
| Annual return | 31.73% | 25.01%+6.7pp | 29.42%+2.3pp | 31.26%+0.5pp |
| Employer contribution / active EE | $2,566 | $2,699-5.0% | $3,023-15.1% | $2,727-5.9% |
| Participant deferral / active EE | $4,277 | $5,147-16.9% | $5,054-15.4% | $4,649-8.0% |
| Admin fee / account holder | $115 | $236-51.0% | $9,455-98.8% | $433-73.4% |