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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,789 |
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 | $30,987 | $49,177-37.0% | $79,467-61.0% | $64,173-51.7% |
| Participation rate | 41.9% | 65.0%-23.1pp | 73.3%-31.4pp | 69.6%-27.6pp |
| Annual return | -1.16% | -1.16%0pp | 718.30%-719.5pp | 7.63%-8.8pp |
| Employer contribution / active EE | $321 | $2,076-84.5% | $2,800-88.5% | $2,381-86.5% |
| Participant deferral / active EE | $809 | $2,821-71.3% | $3,704-78.2% | $3,470-76.7% |
| Admin fee / account holder | $23 | $3,839-99.4% | $5,104-99.5% | $4,887-99.5% |