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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,516 |
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 | $35,730 | $55,453-35.6% | $170,435-79.0% | $62,293-42.6% |
| Participation rate | 63.5% | 66.4%-2.9pp | 83.6%-20.1pp | 69.5%-6.1pp |
| Annual return | 17.72% | 21.38%-3.7pp | 205.94%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $343 | $2,164-84.1% | $5,432-93.7% | $2,042-83.2% |
| Participant deferral / active EE | $3,048 | $2,303+32.4% | $4,939-38.3% | $3,169-3.8% |
| Admin fee / account holder | $6 | $455-98.8% | $13,881-100.0% | $479-98.8% |