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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,564 |
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 | $36,513 | $55,437-34.1% | $155,534-76.5% | $74,459-51.0% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.8pp | 67.2%-12.8pp |
| Annual return | 13.12% | 269.58%-256.5pp | 64.92%-51.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,965 | $2,266-13.3% | $4,675-58.0% | $2,626-25.2% |
| Participant deferral / active EE | $3,949 | $2,837+39.2% | $5,630-29.9% | $4,350-9.2% |
| Admin fee / account holder | $189 | $1,742-89.1% | $15,900-98.8% | $1,945-90.3% |