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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,493 |
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 | $16,111 | $36,916-56.4% | $156,551-89.7% | $57,658-72.1% |
| Participation rate | 42.5% | 63.4%-20.9pp | 84.0%-41.5pp | 70.2%-27.7pp |
| Annual return | 7.54% | 12.38%-4.8pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $541 | $1,571-65.6% | $5,501-90.2% | $1,974-72.6% |
| Participant deferral / active EE | $1,187 | $1,926-38.4% | $4,871-75.6% | $3,061-61.2% |
| Admin fee / account holder | $29 | $82-65.1% | $13,028-99.8% | $95-69.5% |