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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,046 |
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 | $77,806 | $68,408+13.7% | $57,196+36.0% | $57,658+34.9% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.3%-35.3pp | 70.2%-30.2pp |
| Annual return | 9.90% | 8.51%+1.4pp | 14.59%-4.7pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,425 | $2,869-50.3% | $2,683-46.9% | $1,974-27.8% |
| Participant deferral / active EE | $2,334 | $2,903-19.6% | $3,096-24.6% | $3,061-23.8% |
| Admin fee / account holder | $84 | $70+20.7% | $3,141-97.3% | $95-11.1% |