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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $47,325 | $75,183-37.1% | $123,892-61.8% | $55,167-14.2% |
| Participation rate | 54.4% | 72.8%-18.4pp | 81.4%-27.0pp | 69.0%-14.6pp |
| Annual return | 9.29% | 19.01%-9.7pp | 47.52%-38.2pp | 169.23%-159.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,780 | $5,084-6.0% | $5,984-20.1% | $3,054+56.5% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |