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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 | $79,508 | $99,957-20.5% | $149,696-46.9% | $73,488+8.2% |
| Participation rate | 62.1% | 75.7%-13.6pp | 82.5%-20.4pp | 70.7%-8.6pp |
| Annual return | 20.24% | 53.87%-33.6pp | 276.60%-256.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,937 | $6,073+14.2% | $6,842+1.4% | $3,740+85.5% |
| Admin fee / account holder | $0 | $551-99.9% | $9,309-100.0% | $513-99.9% |