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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,341 |
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 | $28,916 | $38,969-25.8% | $109,313-73.5% | $55,167-47.6% |
| Participation rate | 56.5% | 58.2%-1.8pp | 71.3%-14.8pp | 69.0%-12.5pp |
| Annual return | 5.96% | 8.26%-2.3pp | 22.07%-16.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,234 | $1,227+0.6% | $3,892-68.3% | $1,963-37.1% |
| Participant deferral / active EE | $1,359 | $2,176-37.5% | $3,166-57.1% | $3,054-55.5% |
| Admin fee / account holder | $7 | $501-98.6% | $5,666-99.9% | $504-98.6% |