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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $406 |
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 | $53,948 | $52,911+2.0% | $73,309-26.4% | $59,633-9.5% |
| Participation rate | 65.3% | 68.2%-2.9pp | 74.9%-9.6pp | 68.7%-3.4pp |
| Annual return | -1.23% | 12.20%-13.4pp | 5.67%-6.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $3,313 | $1,909+73.6% | $3,237+2.3% | $2,203+50.4% |
| Participant deferral / active EE | $4,776 | $4,069+17.4% | $4,991-4.3% | $3,192+49.6% |
| Admin fee / account holder | $20 | $3,835-99.5% | $5,635-99.7% | $4,297-99.5% |