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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,500 |
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 | $22,675 | $65,125-65.2% | $143,797-84.2% | $66,949-66.1% |
| Participation rate | 48.9% | 65.2%-16.3pp | 80.3%-31.4pp | 69.8%-20.9pp |
| Annual return | -16.58% | -11.13%-5.4pp | -0.04%-16.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,040 | $2,920-30.1% | $5,638-63.8% | $4,239-51.9% |
| Admin fee / account holder | $3 | $503-99.5% | $14,679-100.0% | $594-99.6% |