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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,407 |
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 | $43,844 | $66,601-34.2% | $92,909-52.8% | $67,579-35.1% |
| Participation rate | 55.9% | 72.5%-16.6pp | 76.0%-20.1pp | 71.3%-15.4pp |
| Annual return | 27.53% | 92.58%-65.0pp | 109.44%-81.9pp | 378.56%-351.0pp |
| Employer contribution / active EE | $1,461 | $2,775-47.4% | $3,653-60.0% | $2,148-32.0% |
| Participant deferral / active EE | $3,917 | $3,157+24.1% | $4,238-7.6% | $3,539+10.7% |
| Admin fee / account holder | $208 | $199+4.6% | $5,795-96.4% | $142+46.3% |