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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,238 | $57,976+16.0% | $63,018+6.7% | $62,293+7.9% |
| Participation rate | 51.1% | 75.9%-24.8pp | 74.8%-23.7pp | 69.5%-18.4pp |
| Annual return | 18.75% | 17.54%+1.2pp | 87.62%-68.9pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,041 | $2,415-15.5% | $2,761-26.1% | $2,042-0.1% |
| Participant deferral / active EE | $2,935 | $2,956-0.7% | $3,330-11.9% | $3,169-7.4% |
| Admin fee / account holder | $14 | $276-94.9% | $3,601-99.6% | $479-97.1% |