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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $525 |
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 | $45,235 | $50,947-11.2% | $74,551-39.3% | $64,173-29.5% |
| Participation rate | 47.4% | 61.1%-13.7pp | 69.1%-21.8pp | 69.6%-22.2pp |
| Annual return | -5.28% | -1.85%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,439 | $2,302-37.5% | $3,108-53.7% | $3,470-58.5% |
| Admin fee / account holder | $8 | $4,221-99.8% | $5,059-99.8% | $4,887-99.8% |