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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $461 |
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 | $32,859 | $38,075-13.7% | $93,419-64.8% | $73,493-55.3% |
| Participation rate | 33.1% | 56.7%-23.7pp | 66.8%-33.7pp | 70.7%-37.6pp |
| Annual return | 22.17% | 17.59%+4.6pp | 78.05%-55.9pp | 28.51%-6.3pp |
| Employer contribution / active EE | $676 | $1,117-39.5% | $2,075-67.4% | $2,270-70.2% |
| Participant deferral / active EE | $1,136 | $2,012-43.6% | $3,126-63.7% | $3,740-69.6% |
| Admin fee / account holder | $257 | $351-26.9% | $5,230-95.1% | $513-50.0% |