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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,687 | $78,562-53.3% | $105,608-65.3% | $74,429-50.7% |
| Participation rate | 69.9% | 72.8%-2.8pp | 75.3%-5.3pp | 67.2%+2.7pp |
| Annual return | 10.50% | 15.94%-5.4pp | 116.50%-106.0pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $1,470 | $2,521-41.7% | $3,167-53.6% | $2,625-44.0% |
| Participant deferral / active EE | $2,158 | $4,321-50.1% | $5,010-56.9% | $4,348-50.4% |
| Admin fee / account holder | $381 | $2,217-82.8% | $11,028-96.5% | $1,944-80.4% |