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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Participant loan ... | $4,863 |
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 | $18,358 | $46,732-60.7% | $156,551-88.3% | $55,167-66.7% |
| Participation rate | 53.7% | 65.8%-12.1pp | 84.0%-30.4pp | 69.0%-15.3pp |
| Annual return | 11.92% | 17.72%-5.8pp | 32.23%-20.3pp | 169.23%-157.3pp |
| Employer contribution / active EE | $1,002 | $2,105-52.4% | $5,501-81.8% | $1,963-48.9% |
| Participant deferral / active EE | $915 | $2,204-58.5% | $4,871-81.2% | $3,054-70.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |