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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,220 |
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 | $57,144 | $76,112-24.9% | $96,534-40.8% | $71,511-20.1% |
| Participation rate | 65.9% | 74.4%-8.5pp | 76.0%-10.0pp | 67.9%-2.0pp |
| Annual return | 28.55% | 22.81%+5.7pp | 25.88%+2.7pp | 28.86%-0.3pp |
| Employer contribution / active EE | $1,261 | $2,248-43.9% | $2,965-57.5% | $2,589-51.3% |
| Participant deferral / active EE | $2,503 | $4,217-40.7% | $4,851-48.4% | $4,291-41.7% |
| Admin fee / account holder | $38 | $2,708-98.6% | $8,253-99.5% | $1,588-97.6% |