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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,418 |
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 | $27,592 | $37,134-25.7% | $100,671-72.6% | $52,331-47.3% |
| Participation rate | 67.3% | 57.7%+9.7pp | 70.7%-3.4pp | 68.1%-0.8pp |
| Annual return | -0.63% | 0.10%-0.7pp | 20.43%-21.1pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,877 | $1,187+58.1% | $4,012-53.2% | $1,882-0.2% |
| Participant deferral / active EE | $1,249 | $2,163-42.3% | $3,144-60.3% | $3,022-58.7% |
| Admin fee / account holder | $7 | $467-98.5% | $4,850-99.9% | $592-98.8% |