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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,144 |
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 | $27,437 | $46,173-40.6% | $170,435-83.9% | $69,631-60.6% |
| Participation rate | 30.1% | 63.9%-33.8pp | 83.6%-53.5pp | 70.7%-40.5pp |
| Annual return | 13.53% | 21.62%-8.1pp | 205.94%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $494 | $1,610-69.3% | $5,432-90.9% | $2,032-75.7% |
| Participant deferral / active EE | $983 | $2,080-52.8% | $4,939-80.1% | $3,224-69.5% |
| Admin fee / account holder | $4 | $116-96.2% | $13,881-100.0% | $110-96.0% |