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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,642 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,972 | $46,360-61.2% | $147,614-87.8% | $52,331-65.7% |
| Participation rate | 48.3% | 64.9%-16.6pp | 84.6%-36.3pp | 68.1%-19.8pp |
| Annual return | 1.62% | 1.62%0pp | 61.98%-60.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $702 | $2,258-68.9% | $4,895-85.7% | $3,022-76.8% |
| Admin fee / account holder | $31 | $766-95.9% | $11,611-99.7% | $592-94.7% |