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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $575 |
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 | $25,182 | $65,061-61.3% | $143,757-82.5% | $66,914-62.4% |
| Participation rate | 55.0% | 65.2%-10.2pp | 80.3%-25.3pp | 69.8%-14.8pp |
| Annual return | -18.63% | -11.14%-7.5pp | -0.04%-18.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,700 | $2,361-28.0% | $4,951-65.7% | $2,544-33.2% |
| Participant deferral / active EE | $3,812 | $2,919+30.6% | $5,637-32.4% | $4,237-10.0% |
| Admin fee / account holder | $135 | $502-73.1% | $14,673-99.1% | $593-77.2% |