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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,792 | $165,381-7.0% | $149,730+2.7% | $158,966-3.3% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 13.27% | 348.29%-335.0pp | 276.70%-263.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,913 | $7,182+10.2% | $6,843+15.6% | $5,983+32.3% |
| Admin fee / account holder | $33,314 | $10,809+208.2% | $9,310+257.8% | $11,250+196.1% |