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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,175 |
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 | $26,721 | $46,360-42.4% | $147,617-81.9% | $52,331-48.9% |
| Participation rate | 42.3% | 64.9%-22.7pp | 84.6%-42.4pp | 68.1%-25.8pp |
| Annual return | 0.19% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $362 | $2,126-83.0% | $5,564-93.5% | $1,882-80.8% |
| Participant deferral / active EE | $1,370 | $2,258-39.3% | $4,895-72.0% | $3,022-54.7% |
| Admin fee / account holder | $2 | $766-99.7% | $11,612-100.0% | $592-99.7% |