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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,750 |
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 | $28,983 | $46,732-38.0% | $156,551-81.5% | $55,167-47.5% |
| Participation rate | 35.9% | 65.8%-29.9pp | 84.0%-48.1pp | 69.0%-33.1pp |
| Annual return | 5.80% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $358 | $2,105-83.0% | $5,501-93.5% | $1,963-81.7% |
| Participant deferral / active EE | $1,205 | $2,204-45.3% | $4,871-75.3% | $3,054-60.5% |
| Admin fee / account holder | $5 | $418-98.7% | $13,028-100.0% | $504-99.0% |