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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,049 |
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 | $41,993 | $60,795-30.9% | $69,455-39.5% | $65,185-35.6% |
| Participation rate | 28.7% | 74.9%-46.1pp | 74.6%-45.9pp | 70.2%-41.5pp |
| Annual return | 17.83% | 17.46%+0.4pp | 28.97%-11.1pp | 29.38%-11.6pp |
| Employer contribution / active EE | $458 | $2,452-81.3% | $2,779-83.5% | $2,177-79.0% |
| Participant deferral / active EE | $1,208 | $3,162-61.8% | $3,535-65.8% | $3,514-65.6% |
| Admin fee / account holder | $40 | $314-87.1% | $3,839-98.9% | $847-95.2% |