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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,457 |
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 | $21,599 | $46,697-53.7% | $117,533-81.6% | $68,486-68.5% |
| Participation rate | 25.6% | 56.8%-31.1pp | 70.6%-45.0pp | 67.9%-42.3pp |
| Annual return | -13.92% | -14.52%+0.6pp | 29.77%-43.7pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,243 | $2,637-52.9% | $4,072-69.5% | $4,028-69.1% |
| Admin fee / account holder | $36 | $4,023-99.1% | $5,647-99.4% | $5,404-99.3% |