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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,239 |
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 | $30,009 | $52,961-43.3% | $172,755-82.6% | $65,185-54.0% |
| Participation rate | 47.2% | 66.2%-19.0pp | 82.6%-35.4pp | 70.2%-23.0pp |
| Annual return | 18.25% | 30.12%-11.9pp | 802.94%-784.7pp | 29.38%-11.1pp |
| Employer contribution / active EE | $546 | $2,190-75.1% | $5,144-89.4% | $2,177-74.9% |
| Participant deferral / active EE | $969 | $2,471-60.8% | $5,198-81.4% | $3,514-72.4% |
| Admin fee / account holder | $9 | $472-98.2% | $13,955-99.9% | $847-99.0% |