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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 58-2498531 | Recordkeeping Fees | $5,065 |
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 | $41,113 | $52,639-21.9% | $185,117-77.8% | $62,293-34.0% |
| Participation rate | 54.7% | 63.9%-9.1pp | 77.3%-22.5pp | 69.5%-14.8pp |
| Annual return | 20.76% | 19.57%+1.2pp | 40.50%-19.7pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,946 | $1,483+31.2% | $4,182-53.5% | $2,042-4.7% |
| Participant deferral / active EE | $3,006 | $3,097-2.9% | $5,045-40.4% | $3,169-5.1% |
| Admin fee / account holder | $46 | $374-87.7% | $8,159-99.4% | $479-90.4% |