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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $248 |
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 | $49,831 | $63,905-22.0% | $74,184-32.8% | $57,658-13.6% |
| Participation rate | 36.8% | 79.8%-43.0pp | 76.6%-39.9pp | 70.2%-33.5pp |
| Annual return | 6.30% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $853 | $1,840-53.6% | $2,370-64.0% | $1,974-56.8% |
| Participant deferral / active EE | $1,702 | $3,448-50.6% | $3,550-52.1% | $3,061-44.4% |
| Admin fee / account holder | $41 | $91-54.8% | $5,586-99.3% | $95-56.5% |