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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $71,408 |
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 | $14,384 | $46,732-69.2% | $156,551-90.8% | $55,167-73.9% |
| Participation rate | 68.7% | 65.8%+2.9pp | 84.0%-15.3pp | 69.0%-0.3pp |
| Annual return | 6.76% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,010 | $2,204-8.8% | $4,871-58.7% | $3,054-34.2% |
| Admin fee / account holder | $8 | $418-98.0% | $13,028-99.9% | $504-98.4% |