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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $324 |
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 | $32,774 | $61,356-46.6% | $149,696-78.1% | $71,511-54.2% |
| Participation rate | 22.7% | 62.5%-39.8pp | 78.8%-56.0pp | 67.9%-45.2pp |
| Annual return | 21.08% | 35.86%-14.8pp | 134.46%-113.4pp | 28.86%-7.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,712 | $2,920-41.4% | $5,682-69.9% | $4,291-60.1% |
| Admin fee / account holder | $21 | $1,263-98.3% | $13,212-99.8% | $1,588-98.7% |