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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,143 |
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 | $49,041 | $85,713-42.8% | $86,698-43.4% | - |
| Participation rate | 64.6% | 72.2%-7.5pp | 76.6%-11.9pp | - |
| Annual return | -18.16% | -20.12%+2.0pp | 35.95%-54.1pp | - |
| Employer contribution / active EE | $1,476 | $1,789-17.5% | $2,837-48.0% | - |
| Participant deferral / active EE | $2,641 | $3,318-20.4% | $4,656-43.3% | - |
| Admin fee / account holder | $28 | $28,935-99.9% | $7,493-99.6% | - |