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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,760 |
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 | $35,315 | $42,548-17.0% | $74,549-52.6% | $56,287-37.3% |
| Participation rate | 68.4% | 60.5%+7.9pp | 69.1%-0.7pp | 69.9%-1.4pp |
| Annual return | -4.24% | 12.40%-16.6pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $907 | $855+6.1% | $1,961-53.7% | $2,111-57.0% |
| Participant deferral / active EE | $2,485 | $2,277+9.1% | $3,108-20.0% | $3,350-25.8% |
| Admin fee / account holder | $26 | $467-94.3% | $5,059-99.5% | $521-94.9% |