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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 | $89,337 | $75,183+18.8% | $123,894-27.9% | $55,167+61.9% |
| Participation rate | 60.7% | 72.8%-12.1pp | 81.4%-20.7pp | 69.0%-8.3pp |
| Annual return | 10.32% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,291 | $5,084+63.1% | $5,984+38.5% | $3,054+171.5% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-99.9% | $504-99.2% |