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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,708 |
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 | $19,113 | $22,714-15.9% | $59,496-67.9% | $55,191-65.4% |
| Participation rate | 39.2% | 37.5%+1.8pp | 54.6%-15.3pp | 69.2%-29.9pp |
| Annual return | 10.71% | -44.01%+54.7pp | 182.05%-171.3pp | 10.78%-0.1pp |
| Employer contribution / active EE | $469 | $418+12.2% | $1,153-59.3% | $1,899-75.3% |
| Participant deferral / active EE | $688 | $843-18.4% | $1,829-62.4% | $3,046-77.4% |
| Admin fee / account holder | $83 | $83-0.4% | $2,232-96.3% | $91-8.6% |