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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $424 |
Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
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 | $26,644 | $54,573-51.2% | $90,970-70.7% | $73,493-63.7% |
| Participation rate | 49.1% | 61.2%-12.0pp | 69.0%-19.9pp | 70.7%-21.5pp |
| Annual return | 9.72% | 16.69%-7.0pp | 134.58%-124.9pp | 28.51%-18.8pp |
| Employer contribution / active EE | $601 | $991-39.4% | $2,122-71.7% | $2,270-73.5% |
| Participant deferral / active EE | $1,270 | $2,517-49.6% | $3,373-62.4% | $3,740-66.1% |
| Admin fee / account holder | $64 | $521-87.8% | $5,960-98.9% | $513-87.6% |