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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,127 |
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 | $85,676 | $60,795+40.9% | $69,483+23.3% | $65,186+31.4% |
| Participation rate | 61.2% | 74.9%-13.7pp | 74.6%-13.4pp | 70.2%-9.0pp |
| Annual return | 32.26% | 17.46%+14.8pp | 28.99%+3.3pp | 29.39%+2.9pp |
| Employer contribution / active EE | $2,901 | $2,452+18.3% | $2,780+4.4% | $2,177+33.3% |
| Participant deferral / active EE | $4,304 | $3,162+36.1% | $3,537+21.7% | $3,514+22.5% |
| Admin fee / account holder | $16 | $314-94.9% | $3,841-99.6% | $847-98.1% |