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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $35,324 |
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 | $28,318 | $37,196-23.9% | $154,108-81.6% | $55,725-49.2% |
| Participation rate | 66.3% | 64.1%+2.2pp | 83.0%-16.7pp | 70.9%-4.5pp |
| Annual return | -5.69% | 1319.68%-1325.4pp | 735.21%-740.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,156 | $1,614-28.4% | $5,298-78.2% | $2,078-44.4% |
| Participant deferral / active EE | $1,289 | $2,068-37.7% | $5,081-74.6% | $3,356-61.6% |
| Admin fee / account holder | $107 | $102+5.4% | $13,411-99.2% | $115-7.0% |