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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,614 |
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 | $40,042 | $54,573-26.6% | $90,970-56.0% | $73,493-45.5% |
| Participation rate | 49.2% | 61.2%-11.9pp | 69.0%-19.8pp | 70.7%-21.5pp |
| Annual return | 12.54% | 16.69%-4.1pp | 134.58%-122.0pp | 28.51%-16.0pp |
| Employer contribution / active EE | $851 | $991-14.1% | $2,122-59.9% | $2,270-62.5% |
| Participant deferral / active EE | $1,242 | $2,517-50.7% | $3,373-63.2% | $3,740-66.8% |
| Admin fee / account holder | $8 | $521-98.5% | $5,960-99.9% | $513-98.5% |