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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $468 |
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 | $60,214 | $65,118-7.5% | $76,767-21.6% | $55,725+8.1% |
| Participation rate | 39.5% | 79.6%-40.1pp | 77.0%-37.4pp | 70.9%-31.3pp |
| Annual return | -4.67% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $977 | $1,941-49.6% | $2,485-60.7% | $2,078-53.0% |
| Participant deferral / active EE | $1,865 | $3,688-49.4% | $3,852-51.6% | $3,356-44.4% |
| Admin fee / account holder | $34 | $116-70.8% | $6,675-99.5% | $115-70.6% |