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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $102,850 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Par... | $80 |
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 | $47,011 | $47,126-0.2% | $149,673-68.6% | $74,419-36.8% |
| Participation rate | 53.7% | 63.4%-9.7pp | 78.8%-25.1pp | 70.7%-17.0pp |
| Annual return | 10.08% | 22.75%-12.7pp | 134.42%-124.3pp | 34.38%-24.3pp |
| Employer contribution / active EE | $781 | $1,905-59.0% | $4,818-83.8% | $2,637-70.4% |
| Participant deferral / active EE | $2,609 | $2,728-4.4% | $5,680-54.1% | $4,528-42.4% |
| Admin fee / account holder | $201 | $343-41.3% | $13,210-98.5% | $348-42.2% |