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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,316 |
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 | $39,027 | $37,196+4.9% | $154,108-74.7% | $55,725-30.0% |
| Participation rate | 45.8% | 64.1%-18.3pp | 83.0%-37.3pp | 70.9%-25.1pp |
| Annual return | -5.90% | 1319.68%-1325.6pp | 735.21%-741.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,196 | $2,068+6.2% | $5,081-56.8% | $3,356-34.6% |
| Admin fee / account holder | $129 | $102+27.3% | $13,411-99.0% | $115+12.3% |