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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,494 |
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 | $13,277 | $36,916-64.0% | $156,551-91.5% | $57,658-77.0% |
| Participation rate | 59.0% | 63.4%-4.4pp | 84.0%-25.0pp | 70.2%-11.2pp |
| Annual return | 9.97% | 12.38%-2.4pp | 32.23%-22.3pp | 5.13%+4.8pp |
| Employer contribution / active EE | $697 | $1,571-55.6% | $5,501-87.3% | $1,974-64.7% |
| Participant deferral / active EE | $1,195 | $1,926-37.9% | $4,871-75.5% | $3,061-61.0% |
| Admin fee / account holder | $33 | $82-59.6% | $13,028-99.7% | $95-64.7% |