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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,443 |
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 | $22,324 | $46,100-51.6% | $86,582-74.2% | $69,631-67.9% |
| Participation rate | 48.3% | 67.2%-18.8pp | 73.5%-25.2pp | 70.7%-22.3pp |
| Annual return | 13.55% | 21.02%-7.5pp | 965.08%-951.5pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $392 | $1,850-78.8% | $2,839-86.2% | $2,032-80.7% |
| Participant deferral / active EE | $1,216 | $2,432-50.0% | $3,609-66.3% | $3,224-62.3% |
| Admin fee / account holder | $38 | $94-59.3% | $4,904-99.2% | $110-65.4% |