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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,494 |
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 | $78,388 | $79,223-1.1% | $102,460-23.5% | $74,478+5.3% |
| Participation rate | 67.9% | 74.8%-6.8pp | 76.5%-8.6pp | 67.2%+0.7pp |
| Annual return | 22.17% | 54.98%-32.8pp | 29.47%-7.3pp | 1370.56%-1348.4pp |
| Employer contribution / active EE | $1,808 | $2,363-23.5% | $3,025-40.2% | $2,626-31.1% |
| Participant deferral / active EE | $2,916 | $4,417-34.0% | $5,056-42.3% | $4,350-33.0% |
| Admin fee / account holder | $44 | $2,003-97.8% | $9,460-99.5% | $1,946-97.7% |