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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,265 | $65,435-26.2% | $86,677-44.3% | $66,914-27.9% |
| Participation rate | 66.3% | 75.5%-9.2pp | 76.6%-10.3pp | 69.8%-3.6pp |
| Annual return | -23.95% | -10.89%-13.1pp | 35.91%-59.9pp | 1.58%-25.5pp |
| Employer contribution / active EE | $1,384 | $2,153-35.7% | $2,836-51.2% | $2,544-45.6% |
| Participant deferral / active EE | $2,401 | $4,100-41.5% | $4,656-48.4% | $4,237-43.3% |
| Admin fee / account holder | $40 | $642-93.8% | $7,493-99.5% | $593-93.3% |