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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $40,854 |
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 | $33,593 | $52,967-36.6% | $172,753-80.6% | $65,186-48.5% |
| Participation rate | 65.6% | 66.2%-0.6pp | 82.6%-17.1pp | 70.2%-4.6pp |
| Annual return | 24.95% | 30.12%-5.2pp | 803.00%-778.0pp | 29.39%-4.4pp |
| Employer contribution / active EE | $585 | $2,190-73.3% | $5,144-88.6% | $2,177-73.1% |
| Participant deferral / active EE | $2,062 | $2,471-16.6% | $5,198-60.3% | $3,514-41.3% |
| Admin fee / account holder | $3 | $472-99.3% | $13,956-100.0% | $847-99.6% |