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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,467 |
Service code 26 · EIN 91-1802259 | Advisory (Participants) | $28,080 |
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 | $76,081 | $37,196+104.5% | $154,111-50.6% | $55,725+36.5% |
| Participation rate | 36.2% | 64.1%-27.9pp | 83.0%-46.8pp | 70.9%-34.6pp |
| Annual return | -4.07% | 1319.68%-1323.7pp | 735.18%-739.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,084 | $1,614-32.9% | $5,298-79.5% | $2,078-47.8% |
| Participant deferral / active EE | $1,854 | $2,068-10.3% | $5,081-63.5% | $3,356-44.7% |
| Admin fee / account holder | $167 | $102+64.7% | $13,411-98.8% | $115+45.3% |