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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,373 |
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.
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 | $62,028 | $55,453+11.9% | $170,442-63.6% | $62,292-0.4% |
| Participation rate | 39.1% | 66.4%-27.2pp | 83.6%-44.4pp | 69.5%-30.4pp |
| Annual return | 12.22% | 21.38%-9.2pp | 205.93%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $572 | $2,164-73.5% | $5,433-89.5% | $2,042-72.0% |
| Participant deferral / active EE | $1,529 | $2,303-33.6% | $4,939-69.0% | $3,169-51.7% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.1% |