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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
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 | $45,545 | $63,314-28.1% | $91,004-50.0% | $62,293-26.9% |
| Participation rate | 44.0% | 73.3%-29.3pp | 75.6%-31.6pp | 69.5%-25.5pp |
| Annual return | 22.06% | 21.00%+1.1pp | 4.60%+17.5pp | 28.90%-6.8pp |
| Employer contribution / active EE | $896 | $1,807-50.4% | $2,456-63.5% | $2,042-56.1% |
| Participant deferral / active EE | $1,505 | $2,944-48.9% | $3,548-57.6% | $3,169-52.5% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |