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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,484 |
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 | $48,590 | $51,466-5.6% | $78,778-38.3% | $62,293-22.0% |
| Participation rate | 39.9% | 59.8%-19.9pp | 69.2%-29.3pp | 69.5%-29.6pp |
| Annual return | 20.05% | 19.96%+0.1pp | 35.62%-15.6pp | 28.90%-8.8pp |
| Employer contribution / active EE | $559 | $827-32.4% | $1,986-71.9% | $2,042-72.6% |
| Participant deferral / active EE | $1,496 | $2,147-30.3% | $2,958-49.4% | $3,169-52.8% |
| Admin fee / account holder | $206 | $489-58.0% | $5,134-96.0% | $479-57.1% |