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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $168 |
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 | $21,769 | $34,316-36.6% | $74,722-70.9% | $72,975-70.2% |
| Participation rate | 57.9% | 42.4%+15.5pp | 54.5%+3.4pp | 69.5%-11.6pp |
| Annual return | 18.66% | 26.58%-7.9pp | 753.11%-734.5pp | 81.01%-62.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $982 | $1,272-22.8% | $1,963-50.0% | $3,608-72.8% |
| Admin fee / account holder | $110 | $2,125-94.8% | $3,335-96.7% | $5,124-97.8% |