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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $27,613 | $61,172-54.9% | $185,851-85.1% | $79,389-65.2% |
| Participation rate | 41.4% | 66.6%-25.2pp | 81.7%-40.3pp | 70.7%-29.3pp |
| Annual return | 15.00% | 19.45%-4.4pp | 122.11%-107.1pp | 116.89%-101.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,005 | $2,788-28.1% | $5,569-64.0% | $4,046-50.5% |
| Admin fee / account holder | $3 | $710-99.5% | $16,245-100.0% | $626-99.5% |