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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $84,346 |
NUNN, BRASHEAR & UZZELL, P.A.1+ years Service code 10 · EIN 56-1315966 | Accounting | $14,950 |
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 | $43,148 | $41,317+4.4% | $85,969-49.8% | $55,191-21.8% |
| Participation rate | 55.3% | 54.5%+0.8pp | 76.5%-21.3pp | 69.2%-13.9pp |
| Annual return | 1.36% | 3.93%-2.6pp | 9.32%-8.0pp | 10.78%-9.4pp |
| Employer contribution / active EE | $719 | $1,198-40.0% | $3,474-79.3% | $1,899-62.1% |
| Participant deferral / active EE | $1,221 | $1,914-36.2% | $3,829-68.1% | $3,046-59.9% |
| Admin fee / account holder | $103 | $97+6.1% | $6,053-98.3% | $91+13.3% |