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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,768 |
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 | $19,323 | $23,385-17.4% | $69,182-72.1% | $57,658-66.5% |
| Participation rate | 34.4% | 37.9%-3.6pp | 55.1%-20.8pp | 70.2%-35.9pp |
| Annual return | 6.80% | -659.34%+666.1pp | -21.93%+28.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $579 | $422+37.0% | $1,206-52.0% | $1,974-70.7% |
| Participant deferral / active EE | $893 | $843+6.0% | $1,897-52.9% | $3,061-70.8% |
| Admin fee / account holder | $76 | $82-7.1% | $2,697-97.2% | $95-19.3% |