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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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 | $56,237 | $80,753-30.4% | $136,294-58.7% | $62,292-9.7% |
| Participation rate | 58.0% | 73.5%-15.5pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 24.81% | 35.83%-11.0pp | 5155.94%-5131.1pp | 28.90%-4.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,325 | $5,164+3.1% | $6,247-14.8% | $3,169+68.0% |
| Admin fee / account holder | $0 | $525-99.9% | $9,243-100.0% | $479-99.9% |