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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,124 |
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 | $43,821 | $71,666-38.9% | $117,861-62.8% | $69,631-37.1% |
| Participation rate | 56.1% | 77.5%-21.4pp | 79.7%-23.5pp | 70.7%-14.6pp |
| Annual return | 17.56% | 18.86%-1.3pp | 335.11%-317.5pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,423 | $3,340-27.4% | $4,482-45.9% | $3,224-24.8% |
| Admin fee / account holder | $257 | $120+113.5% | $8,021-96.8% | $110+132.6% |