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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $706 |
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 | $66,979 | $58,895+13.7% | $178,503-62.5% | $73,497-8.9% |
| Participation rate | 45.6% | 66.2%-20.7pp | 81.9%-36.4pp | 70.7%-25.1pp |
| Annual return | 18.87% | 24.86%-6.0pp | 151.12%-132.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,442 | $2,236-35.5% | $5,011-71.2% | $2,270-36.5% |
| Participant deferral / active EE | $3,945 | $2,567+53.7% | $5,202-24.2% | $3,740+5.5% |
| Admin fee / account holder | $66 | $400-83.6% | $13,987-99.5% | $513-87.2% |