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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,866 | $52,967-24.7% | $172,753-76.9% | $65,186-38.8% |
| Participation rate | 35.9% | 66.2%-30.3pp | 82.6%-46.7pp | 70.2%-34.3pp |
| Annual return | 20.83% | 30.12%-9.3pp | 803.00%-782.2pp | 29.39%-8.6pp |
| Employer contribution / active EE | $180 | $2,190-91.8% | $5,144-96.5% | $2,177-91.8% |
| Participant deferral / active EE | $1,582 | $2,471-36.0% | $5,198-69.6% | $3,514-55.0% |
| Admin fee / account holder | $14 | $472-97.0% | $13,956-99.9% | $847-98.3% |