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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $76,166 |
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 | $23,298 | $37,196-37.4% | $154,108-84.9% | $55,725-58.2% |
| Participation rate | 51.7% | 64.1%-12.3pp | 83.0%-31.3pp | 70.9%-19.1pp |
| Annual return | -4.39% | 1319.68%-1324.1pp | 735.21%-739.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $246 | $1,614-84.7% | $5,298-95.4% | $2,078-88.1% |
| Participant deferral / active EE | $1,116 | $2,068-46.0% | $5,081-78.0% | $3,356-66.7% |
| Admin fee / account holder | $5 | $102-95.3% | $13,411-100.0% | $115-95.8% |