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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,137 |
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 | $29,244 | $55,453-47.3% | $170,435-82.8% | $62,293-53.1% |
| Participation rate | 63.2% | 66.4%-3.2pp | 83.6%-20.4pp | 69.5%-6.3pp |
| Annual return | 15.48% | 21.38%-5.9pp | 205.94%-190.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $403 | $2,164-81.4% | $5,432-92.6% | $2,042-80.3% |
| Participant deferral / active EE | $1,564 | $2,303-32.1% | $4,939-68.3% | $3,169-50.7% |
| Admin fee / account holder | $6 | $455-98.8% | $13,881-100.0% | $479-98.8% |