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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $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 | $33,230 | $46,360-28.3% | $147,617-77.5% | $52,331-36.5% |
| Participation rate | 53.6% | 64.9%-11.3pp | 84.6%-31.0pp | 68.1%-14.5pp |
| Annual return | 1.73% | 1.62%+0.1pp | 61.98%-60.2pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,502 | $2,126-29.4% | $5,564-73.0% | $1,882-20.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |