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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $14,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,791 | $105,200-47.0% | $159,474-65.0% | $85,847-35.0% |
| Participation rate | 64.4% | 75.8%-11.4pp | 82.8%-18.4pp | 69.3%-4.9pp |
| Annual return | 25.30% | 45.08%-19.8pp | 263.68%-238.4pp | 318.61%-293.3pp |
| Employer contribution / active EE | $5,757 | $3,319+73.5% | $4,831+19.2% | $2,565+124.4% |
| Participant deferral / active EE | $7,479 | $5,946+25.8% | $7,353+1.7% | $3,952+89.2% |
| Admin fee / account holder | $185 | $6,934-97.3% | $10,802-98.3% | $6,261-97.0% |