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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $74,307 | $70,002+6.2% | $115,038-35.4% | $52,331+42.0% |
| Participation rate | 62.6% | 72.1%-9.5pp | 81.4%-18.8pp | 68.1%-5.5pp |
| Annual return | 4.41% | 4.04%+0.4pp | 26.14%-21.7pp | 4.54%-0.1pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,341 | $4,920+69.5% | $6,026+38.4% | $3,022+176.0% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.5% |