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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,060 |
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 | $47,277 | $60,545-21.9% | $92,239-48.7% | $69,631-32.1% |
| Participation rate | 59.4% | 72.2%-12.7pp | 76.5%-17.0pp | 70.7%-11.2pp |
| Annual return | 35.73% | 19.71%+16.0pp | 176.29%-140.6pp | 27571.02%-27535.3pp |
| Employer contribution / active EE | $524 | $2,633-80.1% | $3,680-85.8% | $2,032-74.2% |
| Participant deferral / active EE | $2,622 | $2,828-7.3% | $3,897-32.7% | $3,224-18.7% |
| Admin fee / account holder | $67 | $145-53.4% | $5,194-98.7% | $110-38.9% |