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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $1,496 |
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 | $28,274 | $50,666-44.2% | $76,657-63.1% | $65,185-56.6% |
| Participation rate | 42.8% | 68.8%-26.0pp | 72.1%-29.3pp | 70.2%-27.4pp |
| Annual return | 22.32% | 28.51%-6.2pp | 1166.74%-1144.4pp | 29.38%-7.1pp |
| Employer contribution / active EE | $752 | $1,575-52.3% | $2,303-67.4% | $2,177-65.5% |
| Participant deferral / active EE | $1,353 | $2,647-48.9% | $3,335-59.4% | $3,514-61.5% |
| Admin fee / account holder | $75 | $463-83.9% | $6,423-98.8% | $847-91.2% |