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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 | $78,607-53.3% | $105,624-65.3% | $74,478-50.7% |
| Participation rate | 69.9% | 72.8%-2.9pp | 75.3%-5.3pp | 67.2%+2.7pp |
| Annual return | 10.50% | 15.96%-5.5pp | 116.20%-105.7pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,470 | $2,523-41.7% | $3,168-53.6% | $2,626-44.0% |
| Participant deferral / active EE | $2,158 | $4,325-50.1% | $5,013-56.9% | $4,350-50.4% |
| Admin fee / account holder | $381 | $2,220-82.8% | $10,961-96.5% | $1,946-80.4% |