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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $55,752 |
Filed as: RETIREMENT WELLNESS GROUP Service code 16 · EIN 82-5427341 | Consulting | $27,704 |
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 | $56,337 | $84,493-33.3% | $125,381-55.1% | $66,938-15.8% |
| Participation rate | 58.7% | 76.4%-17.7pp | 82.4%-23.6pp | 69.8%-11.1pp |
| Annual return | -17.36% | -8.49%-8.9pp | 572.31%-589.7pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,267 | $3,554-64.3% | $4,815-73.7% | $2,545-50.2% |
| Participant deferral / active EE | $4,316 | $6,783-36.4% | $7,448-42.1% | $4,238+1.8% |
| Admin fee / account holder | $5 | $685-99.2% | $10,007-99.9% | $594-99.1% |