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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $77,883 | $49,138+58.5% | $84,021-7.3% | $65,185+19.5% |
| Participation rate | 58.9% | 60.7%-1.9pp | 69.0%-10.2pp | 70.2%-11.3pp |
| Annual return | 10.05% | 23.00%-13.0pp | 71.32%-61.3pp | 29.38%-19.3pp |
| Employer contribution / active EE | $964 | $914+5.5% | $1,984-51.4% | $2,177-55.7% |
| Participant deferral / active EE | $2,052 | $2,397-14.4% | $3,239-36.6% | $3,514-41.6% |
| Admin fee / account holder | $272 | $543-49.9% | $6,102-95.5% | $847-67.8% |