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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,884 |
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 | $48,332 | $51,288-5.8% | $81,991-41.1% | $73,412-34.2% |
| Participation rate | 22.0% | 64.0%-42.0pp | 69.3%-47.3pp | 72.2%-50.2pp |
| Annual return | 16.31% | 29.48%-13.2pp | 41.31%-25.0pp | 59.30%-43.0pp |
| Employer contribution / active EE | $641 | $1,487-56.9% | $2,498-74.3% | $2,234-71.3% |
| Participant deferral / active EE | $1,094 | $2,715-59.7% | $3,722-70.6% | $3,806-71.3% |
| Admin fee / account holder | $11 | $125-90.8% | $5,665-99.8% | $158-92.7% |