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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $74,088 |
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 | $24,264 | $46,173-47.4% | $170,435-85.8% | $69,631-65.2% |
| Participation rate | 56.3% | 63.9%-7.6pp | 83.6%-27.3pp | 70.7%-14.4pp |
| Annual return | 12.90% | 21.62%-8.7pp | 205.94%-193.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $441 | $1,610-72.6% | $5,432-91.9% | $2,032-78.3% |
| Participant deferral / active EE | $994 | $2,080-52.2% | $4,939-79.9% | $3,224-69.2% |
| Admin fee / account holder | $22 | $116-81.4% | $13,881-99.8% | $110-80.5% |