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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 | $114,107 | $98,766+15.5% | $149,730-23.8% | $79,852+42.9% |
| Participation rate | 46.7% | 75.8%-29.0pp | 82.5%-35.7pp | 69.6%-22.9pp |
| Annual return | 18.53% | 27.43%-8.9pp | 276.70%-258.2pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,084 | $3,217-66.3% | $4,645-76.7% | $2,471-56.1% |
| Participant deferral / active EE | $2,619 | $5,681-53.9% | $6,843-61.7% | $3,740-30.0% |
| Admin fee / account holder | $3 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |