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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $75,906 | $76,551-0.8% | $123,894-38.7% | $62,881+20.7% |
| Participation rate | 46.4% | 73.0%-26.6pp | 81.4%-35.0pp | 69.3%-22.9pp |
| Annual return | 7.39% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $963 | $2,882-66.6% | $4,617-79.1% | $2,281-57.8% |
| Participant deferral / active EE | $2,320 | $4,840-52.1% | $5,984-61.2% | $3,203-27.6% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |