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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-1249395 | Advisory (Plan) | $40,597 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $274 |
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 | $44,581 | $50,498-11.7% | $75,784-41.2% | $55,191-19.2% |
| Participation rate | 53.7% | 69.4%-15.8pp | 75.8%-22.2pp | 69.2%-15.5pp |
| Annual return | -1.49% | 1.80%-3.3pp | 9.68%-11.2pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,227 | $2,291-46.4% | $3,323-63.1% | $1,899-35.4% |
| Participant deferral / active EE | $3,590 | $2,589+38.7% | $3,652-1.7% | $3,046+17.9% |
| Admin fee / account holder | $119 | $123-3.2% | $5,300-97.8% | $91+31.2% |