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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,559 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $50 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $39,947 | $36,916+8.2% | $156,551-74.5% | $57,658-30.7% |
| Participation rate | 27.5% | 63.4%-35.9pp | 84.0%-56.5pp | 70.2%-42.7pp |
| Annual return | 6.49% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $327 | $1,571-79.2% | $5,501-94.1% | $1,974-83.4% |
| Participant deferral / active EE | $969 | $1,926-49.7% | $4,871-80.1% | $3,061-68.3% |
| Admin fee / account holder | $178 | $82+115.7% | $13,028-98.6% | $95+88.2% |