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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $764 |
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 | $20,517 | $37,446-45.2% | $77,513-73.5% | $79,852-74.3% |
| Participation rate | 55.6% | 41.5%+14.0pp | 54.2%+1.4pp | 69.6%-14.1pp |
| Annual return | 12.80% | 39.76%-27.0pp | 54.81%-42.0pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,304 | $1,261+3.5% | $1,861-29.9% | $3,740-65.1% |
| Admin fee / account holder | $203 | $2,506-91.9% | $2,859-92.9% | $5,306-96.2% |