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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 | $78,483-53.3% | $106,201-65.5% | $74,546-50.8% |
| Participation rate | 69.9% | 72.8%-2.9pp | 75.3%-5.3pp | 67.2%+2.7pp |
| Annual return | 10.50% | 15.94%-5.4pp | 116.26%-105.8pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $1,470 | $2,522-41.7% | $3,170-53.6% | $2,624-44.0% |
| Participant deferral / active EE | $2,158 | $4,320-50.0% | $5,012-56.9% | $4,347-50.4% |
| Admin fee / account holder | $381 | $2,236-83.0% | $11,039-96.6% | $1,944-80.4% |