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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,780 |
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 | $33,845 | $89,652-62.2% | $141,177-76.0% | $65,185-48.1% |
| Participation rate | 67.8% | 74.7%-6.9pp | 82.5%-14.6pp | 70.2%-2.4pp |
| Annual return | 25.01% | 32.79%-7.8pp | 71.40%-46.4pp | 29.38%-4.4pp |
| Employer contribution / active EE | $2,012 | $3,065-34.4% | $4,736-57.5% | $2,177-7.6% |
| Participant deferral / active EE | $4,130 | $5,691-27.4% | $6,710-38.5% | $3,514+17.5% |
| Admin fee / account holder | $17 | $569-97.0% | $10,263-99.8% | $847-98.0% |