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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $38,448 | $56,640-32.1% | $78,002-50.7% | $55,167-30.3% |
| Participation rate | 54.7% | 73.3%-18.6pp | 75.5%-20.8pp | 69.0%-14.3pp |
| Annual return | 5.61% | 2868.48%-2862.9pp | 425.99%-420.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $620 | $1,724-64.0% | $2,470-74.9% | $1,963-68.4% |
| Participant deferral / active EE | $910 | $2,778-67.2% | $3,497-74.0% | $3,054-70.2% |
| Admin fee / account holder | $1 | $467-99.9% | $5,481-100.0% | $504-99.9% |