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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $70,275 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $5,977 |
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 | $18,472 | $36,916-50.0% | $156,551-88.2% | $57,658-68.0% |
| Participation rate | 46.9% | 63.4%-16.5pp | 84.0%-37.1pp | 70.2%-23.3pp |
| Annual return | 6.38% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.2pp |
| Employer contribution / active EE | $365 | $1,571-76.8% | $5,501-93.4% | $1,974-81.5% |
| Participant deferral / active EE | $673 | $1,926-65.1% | $4,871-86.2% | $3,061-78.0% |
| Admin fee / account holder | $23 | $82-72.2% | $13,028-99.8% | $95-75.7% |