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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $23,117 | $62,928-63.3% | $172,753-86.6% | $67,582-65.8% |
| Participation rate | 24.9% | 64.5%-39.6pp | 82.6%-57.7pp | 71.3%-46.4pp |
| Annual return | 18.59% | 30.36%-11.8pp | 803.00%-784.4pp | 378.57%-360.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |