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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,617 |
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 | $17,335 | $58,895-70.6% | $178,503-90.3% | $73,497-76.4% |
| Participation rate | 69.2% | 66.2%+3.0pp | 81.9%-12.7pp | 70.7%-1.5pp |
| Annual return | 13.35% | 24.86%-11.5pp | 151.12%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $738 | $2,236-67.0% | $5,011-85.3% | $2,270-67.5% |
| Participant deferral / active EE | $882 | $2,567-65.6% | $5,202-83.0% | $3,740-76.4% |
| Admin fee / account holder | $36 | $400-91.0% | $13,987-99.7% | $513-93.0% |