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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 | $42,742 | $66,319-35.6% | $93,621-54.3% | $65,186-34.4% |
| Participation rate | 53.1% | 74.0%-20.9pp | 75.8%-22.7pp | 70.2%-17.1pp |
| Annual return | 18.67% | 42.59%-23.9pp | 32.76%-14.1pp | 29.39%-10.7pp |
| Employer contribution / active EE | $742 | $2,013-63.2% | $2,719-72.7% | $2,177-65.9% |
| Participant deferral / active EE | $965 | $3,343-71.1% | $4,070-76.3% | $3,514-72.5% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-99.9% |