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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,478 |
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 | $37,661 | $31,109+21.1% | $67,704-44.4% | $52,331-28.0% |
| Participation rate | 33.9% | 54.0%-20.1pp | 67.5%-33.6pp | 68.1%-34.2pp |
| Annual return | -0.35% | 23.70%-24.0pp | 25.41%-25.8pp | 4.54%-4.9pp |
| Employer contribution / active EE | $447 | $1,076-58.4% | $2,559-82.5% | $1,882-76.2% |
| Participant deferral / active EE | $1,696 | $1,970-13.9% | $3,585-52.7% | $3,022-43.9% |
| Admin fee / account holder | $130 | $466-72.2% | $4,255-97.0% | $592-78.1% |