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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $290 |
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 | $28,418 | $65,125-56.4% | $143,797-80.2% | $66,949-57.6% |
| Participation rate | 17.8% | 65.2%-47.4pp | 80.3%-62.5pp | 69.8%-52.0pp |
| Annual return | -16.72% | -11.13%-5.6pp | -0.04%-16.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,376 | $2,920-52.9% | $5,638-75.6% | $4,239-67.5% |
| Admin fee / account holder | $16 | $503-96.8% | $14,679-99.9% | $594-97.3% |